The AI Infrastructure Stack
Overview  /  Tier VII Raw Inputs  /  Layer 18: Raw Materials
Sub-category 18.7

Gold, Silver & Platinum-Group Metals

Bonding wires, sputtering targets, plating. Small per-chip; large in aggregate.

Players

Players: Newmont NEM, Barrick Gold GOLD, Agnico Eagle AEM, Wheaton Precious Metals WPM, Franco-Nevada FNV, Pan American Silver PAAS, Sibanye-Stillwater (PGM) SBSW, Impala Platinum IMP.JO

Analysis coming soon — this page is scaffolding for deeper research into gold, silver & platinum-group metals.