RE: Telegraphing a gold bubble6 Feb 2026 09:40
Sorry guys, relating to this AI discussion, people are really missing the point around what is actually happening out there.
AI is a new industry that is basically in its infancy. Dig a canal from the top of Scotland to landsend and you're dug the 1st spade. You're talking about these big infra providers like AWS, MS, Google, NCP's ect..they are just the house/factory where the industrial AI will build its products/solutions.
Physical AI is going to be a multi trillion dollar industry in itself, robotics is going to change how we do everything in the next 5/10 years.
The work that's going on in the Bio tech space is amazing. Go and have a look at a company call Basecamp for example - it will blow your mind what AI is empowering their team to do..this is a great example of a UK company at the cutting edge, building solutions that can transform healthcare.
AI is not a bubble - this is very much the start of a new industry that will drive innovation across all sectors. As for how AI is helping our cause in mining....
Artificial intelligence is no longer a futuristic concept in mining; in 2026, it is the primary driver for discovering the "concealed" deposits needed for the green energy transition. Since most easy-to-find surface minerals have already been claimed, AI is being used to peer deeper into the Earth’s crust and optimize the chemical separation of rare earth elements (REEs).
Here are the most prominent examples of AI applications in rare mineral mining:
1. Predictive Prospectivity Mapping
Finding rare minerals like Lithium, Cobalt, and Nickel is often a "needle in a haystack" problem. AI platforms integrate decades of historical drilling logs, satellite imagery, and magnetic surveys to find patterns that human geologists might miss.
KoBold Metals:** Backed by Bill Gates and Jeff Bezos, this company used its TerraShed and Machine Prospector platforms to discover a massive copper deposit in Zambia (Mingomba). The AI analyzed a century of data to identify a "digital signature" for the ore that traditional methods had overlooked for decades.
Windfall Geotek: Recently used AI to "fingerprint" the digital signature of the Strange Lake Rare Earth deposit in Canada, allowing them to secure high-priority claims by predicting exactly where similar mineralization occurs under the soil.
2. Hyperspectral Satellite & Drone Analysis
Rare earth minerals have specific "spectral signatures"—unique ways they reflect light that are invisible to the human eye.
Satellite Imaging - AI models trained on thousands of known deposits analyze hyperspectral data from satellites (like those from Planet Labs) to map REE-bearing minerals across entire continents in weeks rather than years.