Without rare earths the US bet on AI comes to a crashing halt. China just gave Trump another 6 months ~ limited supply.

Then there's the small issue of your massive lack of new electricity generation capacity to power all these data centres needed for the projected AI program. China is building 12 new nuclear power stations for the one the US is building. Electricity supply in China is huge and priced at below half the price US consumers pay- that gap is only growing.

AI- Its a massive last ditch desperate gamble from an empire in decline trying to stay ahead of China and - it does not look promising.