Within 10 years, every major tech company will become a manufacturing company. Or they'll pay rent to one.

ABF substrate is the insulating film that AI infrastructure depends on. A Japanese food company controls 95% of it. Their main product? Umami seasoning powder. Ajinomoto spent 20+ years doing materials R&D on MSG byproducts. Again, the bottleneck is chemistry.

The Greenland "purchase" isn't land. It's two of the world's largest rare earth deposits in the south: Kvanefjeld and Tanbreez. Kvanefjeld alone holds an estimated 11 million metric tons of rare earth oxides. Its largest shareholder is Shenghe Resources. Tanbreez is now controlled by a New York company, but 90% of global processing still runs through China. Owning Greenland won't solve this bottleneck.