Globex Mining, Intel, D-Wave: AI Revolution Drives Resources and Semiconductor Market

Abundant raw materials: Globex Mining Explorer benefits from the AI boom

The international AI summit took place in Paris this week. In front of 1,500 representatives from politics and business, President Macron promised his country EUR 109 billion for the development of artificial intelligence. The excitement was high until US Vice President J.D. Vance took to the podium and spoke. Within fifteen minutes, it became clear to everyone who already holds the authority over AI. "We are now on the verge of an AI industry that is hungry for reliable energy and high-quality semiconductors," emphasizes Vance. "But too many of our friends are deindustrializing on one side and driving reliable energy out of their countries and their grids on the other," he continued. Given their horrendous energy policy, German representatives must have felt caught out at this moment. Vance warns against the EU's overregulation of AI. The joint final declaration of the AI summit is not signed by either the US or the United Kingdom.

For investors, this means one thing above all: The race for raw materials for energy production is hotter than ever. To meet the future demand for AI applications, massive investments are needed in existing and renewable energy sources, as well as the expansion of power infrastructure.

This is where Globex Mining comes into play. The Canadian explorer has been in the commodities business for years. The Company has 254 properties, including 127 projects for precious metals and 127 more for base and industrial metals, and rare earths. CEO Jack Stoch offers investors a lucrative business model. Unlike other explorers in the industry, Globex Mining owns its properties itself. Properties have proven resources/reserves, mineralized drill holes, and expandable geophysical targets in Canada, the United States, and Germany (Saxony).

Option agreements are available for many properties. The option partners bear the exploration risk, enabling Globex Mining to conserve its cash reserves and avoid unnecessary dilution of shareholders' interests. For example, option partner Emperor Metals Inc. has drilled a total of 19 holes totaling 8,166 meters and analyzed an additional 8,000 meters of historical core at its gold-staked property in 2024. The results are promising: in previously unsampled historical core material, sections of 43.9 meters at 0.74 g AU/t and 2.5 meters at 8.62 g AU/t were discovered.

Those who want to learn more about investment opportunities in this "mineral bank" will have the opportunity to see CEO Stoch live and ask questions during the International Investment Forum on February 25. The registration link is here. This is an excellent opportunity to make informed investment decisions.

Intel and TSMC: Possible Joint Venture for US Chip Production in the Works

The US government seems to be encouraging a collaboration between the US chipmaker Intel and the Taiwanese company TSMC. This appears to be a direct follow-up to the words of the US Vice President at the AI Summit. According to information from Tristan Gerra, a semiconductor industry analyst at Baird, the Taiwanese company could lend its engineers to Intel in order to transfer valuable knowledge to the US. This cooperation would increase the competitiveness of the ailing semiconductor giant. Intel's shares fell by 60% last year as the Company missed the AI wave, resulting in losses of USD 18.8 billion. Profitability is not expected to return until 2026.

The stock market has already reacted positively to the rumors: Intel's share price rose by 3.5% in the middle of this week. The potential collaboration with TSMC would strengthen the US, as Taiwan could potentially be lost as a supplier due to geopolitical tensions. Therefore, chip production sites outside Taiwan are crucial for implementing the AI offensive, which is to take place in the USA. Nevertheless, caution is advised as Intel is heavily in debt. However, the current share price near its 10-year low could represent an entry opportunity for investors with a long-term horizon.

D-Wave CEO: Quantum computers are already delivering real added value

In an open letter to the readers of the Wall Street Journal, D-Wave CEO Dr. Alan Baratz proves that quantum computers are already being used in the economy today. In doing so, he explicitly contradicts the forecasts of some analysts who do not consider this technology commercially relevant for another 15 to 30 years. In the letter, Baratz emphasizes that more than 100 organizations are already using the systems for complex calculations, including more than two dozen of the Forbes Global 2000 companies.

As an example, he cites a complex material simulation, the calculation of which would have taken about a million years on one of the most powerful supercomputers in the world. With the D-Wave systems, the task was completed in 20 minutes. Quantum computers are also already being used to optimize mobile networks, plan e-commerce deliveries, and improve manufacturing processes in the automotive industry.

The difference lies in the quantum computer models. Baratz explicitly mentions examples of computers with annealing processes. These are already suitable for optimization tasks. Analysts refer to the other series, so-called gate model quantum computers, which would be used, for example, to develop personalized medications. These are in the development phase and will take between seven and fifteen years. Investors are, therefore, eager to see how soon D-Wave will start generating profits with further solutions.

Globex Mining, an experienced Canadian explorer, offers a low-risk business model for investors looking to participate in the commodities rally. With a portfolio of 254 properties, Globex Mining owns a diverse range of precious metals and commodities for energy production, including rare earths. As the owner of the properties, Globex Mining grants options to partners who take on the drilling work and bear the exploration risk. This option conserves the Company's cash reserves and prevents dilution of shareholders' interests. A strategic partnership with Taiwanese company TSMC is on the horizon for Intel. After a turbulent year, with a 60% drop in the share price and losses of USD 18.8 billion, this cooperation could increase the Company's competitiveness again. The stock market is reacting to this rumor alone, with investors rewarding the news, causing the share price to rise by 3.5%. However, with the high level of debt, the stock is more interesting for long-term investors. CEO Dr. Alan Baratz refutes the skeptical forecasts of analysts and emphasizes the already existing practical relevance of their systems. Over 100 organizations, including more than two dozen Forbes Global 2000 companies, already use D-Wave technology for process optimization. The models analysts expect will only be on the market in several years also exist, but that is only half the story. Given the powerful market shifts towards the US's pioneering role in AI, exciting times lie ahead for investors. Given the unabated demand for energy, commodities belong in every well-diversified portfolio.