Beyond Chips: Rare Earth Magnets and the Future of AI Infrastructure

John Maslin, CEO and Co-Founder of Vulcan Elements, joins Radical Partner Molly Welch to unpack the overlooked physical infrastructure behind AI. While chips dominate most conversations, John explains why rare earth magnets are a foundational dependency across data centers, semiconductor manufacturing, robotics, EVs, and defense systems, and why today’s globally concentrated supply chain poses real economic and national security risk. Drawing on his work rebuilding domestic magnet manufacturing, the discussion explores what it takes to reshore critical industrial capacity, why execution matters more than policy alone, and how physical constraints will increasingly shape AI at scale.