China has the ability to stop the construction of new AI data centers. It is a nightmare for the US

During the last two years The Chinese government has fought The US sanctions and its allies resorting to a strategy that has proven to be very effective. China controls the production and processing of several critical minerals For semiconductor industries, renewable energies or electric car, among other sectors, which has led to the administration led by Xi Jinping to regulate its export in a very strict way.

In early December 2024 He chose to prohibit The export of some critical minerals to the US, among which were three essential metals for the chips industry: Gallium, Germanio and Antimony. Shortly after the Chinese government added two more critical metals to its list of export restrictions: Scandio and Disposio. However, there is a much less exotic chemical element than those I just mentioned the one that is barely talking. China also controls it and is using it to put the US against the strings.

Bismuth is a fundamental metal for the global technology industry

Although it is not monopolizing as many headlines in international media as rare earths, bismuth (BI) is an essential chemical element not only for the integrated circuit industry, but for the entire global technology sector. It is a whitish, crystalline and relatively fragile metal that acquires a pinkaceous tone when coming into contact with the air. It shares some physicochemical properties with lead and tin, but it has a distinctive characteristic that has helped it be erected as the essential metal that is: it is much less toxic than other heavy metals, such as lead.

However, this is not at all its only quality. In addition, it is the most diamagnetic metal, so when introducing it into a magnetic field it is repelled very weakly. On the other hand, its electrical resistance is high and its thermal conductivity is very low. Interestingly, the only metal that has even smaller thermal conductivity is mercury. And its melting point is relatively low (about 271.3 ° C), while Its boiling point touches the 2,000 ° C. Finally, the bismuth has another very unusual property among the metals that are worth not overlooking: when it solidifies it expands.

If we had to stay with only two characteristics of all that we just reviewed the chosen ones would be their low toxicity index and their ability to expand when solidified. In fact, these properties largely justify their use in industries that have a strategic role for many countries, such as chips, consumer electronics, renewable energy or electric car. Although it participates in a wide range of applications, the bismuth is an essential metal thanks to its intervention in the welds and the tuning of thermoelectric materials.

For many decades the metal usually used in welds was lead, but it has an important problem: it is very toxic. Gradually this metal has been displaced by the alloys of bismuth and tin, which are much less toxic, and, in addition, They have a very low melting point. In fact, these alloys have a leading role in the manufacture of flexible substrates, printed circuit plates and all kinds of electronic components. On the other hand, thermoelectric materials allow generating electricity taking advantage of temperature and vice versa differences, so they are very important in the development of efficient cooling systems.

China is currently the largest world producer in bismuth. In fact, control between 80 and 84% of the supply of this metal, so the global distribution chain is in your hands. Only in 2024 this Asian country produced 13,000 metric tons of this chemical element, while outside the borders of China, only 3,000 more tons were refined. This essentially absolute control has led to the Chinese government to drastically restrict Bismuth export with the purpose of responding to the sanctions of their rivals.

In the US, some technology companies are already against the ropes because their bismuth reserves are running out. And it is not precisely unimportant companies. Google, Amazon and Nvidia are three of the US companies that Chinese bismuth urgently need In order to sustain the construction of your new data centers for applications of artificial intelligence (AI), so They have asked the US government that he reaches an agreement with his Chinese counterpart. Otherwise the development of AI in the country led by Donald Trump will be compromised. In this area, as we have just seen, China has the pan well grabbed by the handle.

More information | China / Business Inside

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