News about rare earths

With US inflation at 3.7% in September, driven by higher energy costs, the article highlights three fast-growing, financially sound stocks from a screener. NVIDIA's Compute & Networking unit, which supplies GPUs and AI software to cloud and enterprise customers, generates about US$275.4b, versus US$27.6b from Graphics, and the company has a market value of roughly US$5,170.6b. The article says its margins could be undermined if a cheaper or more open alternative to CUDA gains uptake. AMD's Data Center business, serving hyperscale clouds with EPYC and Instinct chips, sits within a company valued near US$863.2b, and it has Helios AI system commitments from OpenAI, Meta and Anthropic. USA Rare Earth, an early-stage producer valued at about US$4b, focuses on rare earth minerals for electric vehicles and clean energy, and received a DOE award for a pilot-scale separations project in the US.