The Scarcity Trade: Why Critical Metals Are the Real AI Play | Neuberger Berman
... AI risk . Top Refiner Share For Key AI-Related Investments. Chart. Commodities are entering a powerful new phase defined by scarcity ...
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- The Scarcity Trade: Why Critical Metals Are the Real AI Play - Neuberger Berman Neuberger Berman · Mar 29, 2026