The Hidden Asset Behind the AI Boom and Wall Street’s Quiet Trade
The U.S. government is no longer just talking policy. It's deploying. Billions in funding are now targeting critical minerals - the raw inputs for AI, defense systems, and energy infrastructure. The Pentagon just launched its first critical mineral stockpile program since the Cold War. While $2 Billion of the $52 Billion Dollar CHIPS Act is being redirected to ignite domestic mining.
The money is moving. And for smart investors, that changes everything.
What’s driving this urgency? Two powerful forces are converging in our faces. America’s tech giants are investing hundreds of billions into AI infrastructure that demands unprecedented amounts of these materials, and China's restrictions on critical mineral exports is mounting pressure on global supply chains. The U.S. Government’s response is becoming crystal clear:
Build stockpiles • Fund domestic mining • Secure the supply chain
Against this backdrop, Glenstar Minerals Inc. (OTC: GSTRF) stands in this intersection of mineral scarcity, national security, and the AI boom. With Nevada projects strategically located beside TSMC’s $165 billion AI chip fabs, and with the state already drawing massive capital through Tract’s $100 billion data center buildout and Vantage’s $3 billion hyperscale project, Glenstar positions investors at the front line of America’s push to secure the resources behind AI, defense, and energy infrastructure.
Image: The 2025 figure of $2.9B reflects the combined value of recent U.S. government initiatives announced this year, including a Pentagon cobalt stockpile purchase, a rare-earths investment, and a CHIPS Act reallocation for critical minerals. Links: Reuters (21/08/2025)|The Washington Post (10/07/2025)|: Reuters (21/08/2025)
The AI Minerals Rush: Why Glenstar Is Positioned to Win
The AI revolution is exposing America's biggest vulnerability - we don't control the minerals that power it. Bloomberg now forecasts AI infrastructure will demand an additional 400,000 tonnes of copper annually. That's not in some distant future. That's happening right now.
Major U.S. tech companies aren't slowing down either. Capital investment into AI infrastructure is set to reach a staggering $364 billion in 2025 alone. Every dollar of that buildout depends on critical minerals the U.S. barely produces.
Glenstar Minerals Inc. (OTC: GSTRF) represents a rare opportunity to invest in the physical foundation of AI infrastructure through its strategic Nevada properties. The Green Monster property sits adjacent to Arizona’s semiconductor corridor where TSMC has committed $165 billion to build six advanced fabs and AI-focused facilities.
Image: TSMC’s $165 billion semiconductor complex in Arizona, making advanced chips on U.S. soil for the first time. https://www.nbcsandiego.com/news/business/money-report/tsmc-says-first-advanced-u-s-chip-fab-dang-near-back-on-schedule-heres-an-inside-look/3700206/
Nevada’s established mining infrastructure provides Glenstar with access to transportation, power, and skilled labor, while its pro-business regulatory environment allows for more efficient project development. With drilling already confirming mineralized zones and exposure to high-demand resources, Glenstar is positioned exactly where America’s technological future meets physical reality; and Nevada itself is drawing massive capital with Tract’s $100B data center hub and Vantage’s $3B hyperscale campus.
Glenstar’s positioning is a preview of what’s coming. The same forces driving urgency around AI infrastructure are now reshaping how the world values raw materials. As this buildout accelerates, investor attention is shifting from software to the physical inputs that make it all possible. To understand just how far this repricing could go, you have to zoom out.
Critical Minerals Are Triggering a Global Power Shift
For the first time since the Cold War, the Pentagon is stockpiling critical minerals², committing $500 million to secure 7,500 tons of cobalt. At the same time, the U.S. Interior Department has moved to elevate copper by proposing its addition to the Critical Minerals List³, this would unlock federal funding, streamlined permitting, and stronger trade protections. Together these moves show how quickly policy makers are turning minerals into strategic assets.
JPMorgan analysts describe copper as one of the most compelling long-term opportunities in the global commodity complex, citing deep structural deficits, underinvestment, and intensifying geopolitical pressure²². The World Bank calls it a “fundamental disruption” to global commodity flows, warning that supply chain volatility could trigger sharp repricing across the sector¹.
Historically, moments like this have led to rapid revaluations in equities tied to domestic resources, particularly in politically stable jurisdictions. With the U.S. now moving aggressively to secure critical mineral independence, the early-stage players operating on home soil could be the first to benefit from this seismic shift in how these vital materials are valued, sourced, and secured.
Image: Copper demand by clean energy sector, 2024–2050 – IEAhttps://www.iea.org/data-and-statistics/data-tools/critical-minerals-data-explorer
Copper Shortage Reaching a Breaking Point
Copper is emerging as the most exposed of all critical minerals. 2025 marks a clear turning point: demand is accelerating across industries, but supply isn’t keeping pace. Years of underinvestment, declining ore grades, and slow permitting have left project pipelines thin. New mines can take more than a decade to build, and even the largest producers are struggling just to hold current output²³. Inventories are hovering near record lows.
This widening gap between supply and demand is now becoming structural. Major producers admit they can’t close it in time²⁴, creating an opening for companies at the discovery stage.
Glenstar Minerals Inc. (OTC: GSTRF) is one of them. Its Nevada copper project sits on near-surface historical mineralization, giving it direct leverage to America’s growing supply gap. As this shortage hits the market, the re-rating could be swift - and early investors will already be positioned.
6 Reasons Glenstar Minerals Inc. Deserves Your Attention Right Now in September 2025
Critical Metals Demand Is Exploding
Electrification, AI infrastructure, weapons, and reindustrialization are pushing global critical metals demand to record levels. With no slowdown in sight.
A Global Supply Crunch Is Already Here
Mine depletion, permitting delays, and a broken pipeline of new projects have triggered a structural shortage that’s only getting worse.
Government Policy Has Shifted in Glenstar’s Favor
Copper’s proposed addition to the Critical Minerals List signals funding and permitting support ahead. Combined with Pentagon and CHIPS Act spending, U.S. policy is moving in Glenstar’s favor.
Billionaires Are Betting on Critical Metals
Elon Musk wants nickel. Bill Gates, Jeff Bezos, and Sam Altman are backing an AI-powered exploration firm hunting for cobalt and copper in the U.S. and Africa. They all understand one thing: whoever controls the critical metals, controls the future.
2 Critical Metals/Copper Projects in Nevada
Glenstar’s Nevada assets sit in the middle of a $200 billion dollar buildout, from TSMC’s $165B chip fabs to multi-billion-dollar AI data center campuses by Google, Vantage, Switch, Tract, and Novva.
Critical Metal Stocks Are Already Running
• Filo Mining: +1,500% off major discovery momentum
• Ramco: +700% off critical metals discovery
• NGEx Resources: +4,355% since 2020
This is what critical metals squeezes can look like and Glenstar Minerals Inc. (OTC: GSTRF) could be next!
Nevada’s Not Waiting - It’s Already Producing the Critical Metals Fueling America’s Tech War.
Nevada has proven itself as a world-class strategic mineral region. It is home to multiple billion dollar mineral companies and backed by decades of exploration, success, and modern infrastructure. Ranked #2 globally for mining investment in 2024 by the Fraser Institute, the state combines security, streamlined permitting, and exceptional geology with a stable, pro-business environmentl⁴.
As we see companies like Tract planning a $100B data center hub on 11,000 acres with more than 2 GW of power capacity, and Vantage investing $3B into a hyperscale campus with 224 MW and pre-leased buildings²⁵. It is clear Nevada is becoming ground zero for America’s AI buildout. NV Energy, the state’s primary utility, says the grid may need to double, or even quadruple²⁶ to meet the surging demand from hyperscale projects. For Glenstar, that means operating in a jurisdiction where mining, tech, and electricity infrastructure are all advancing together, a rare alignment of capital and critical supply.
While other regions tighten regulations and politicize permits, Nevada is doing the opposite - welcoming capital, accelerating discovery, and fast-tracking development. For investors hunting real upside in copper and critical minerals, Glenstar’s position in Nevada isn’t just favorable, it's a major competitive advantage. With copper now proposed for addition to the U.S. Critical Minerals List, Nevada projects could see further tailwinds from streamlined permitting and federal support. USGS has also funded new critical-mineral mapping in Nevada, supporting faster discovery and de-risking²⁸.
Why Glenstar Minerals Looks Like the Next Big Force in U.S. Critical Metals
Glenstar Minerals Inc. (OTC: GSTRF) is executing on a focused strategy: develop copper and critical metals assets in one of the world’s most mining-friendly jurisdictions and do it fast.
With Phase 1 drilling already complete at its Green Monster Project, Glenstar moved from permitting to execution in a matter of months partnering with elite contractors like Midnight Sun Drilling and targeting high-priority zones with visible sulfide mineralization. Five drill holes were drilled through a magnetic anomaly. All encountered sulfide-bearing rocks that perfectly matched the geophysical prediction11. That kind of speed is rare in exploration and it’s a signal. A signal to investors, institutions, and potential JV partners that this team knows how to operate.
The company’s second project, Wildhorse, brings exposure to high-grade antimony, a critical mineral with rising demand across defense, energy storage, and advanced tech. Early geophysics and sampling suggest significant porphyry copper potential as well, giving Glenstar multi-metal optionality in a tight supply market.
This portfolio is built for today’s macro environment: hard assets in a stable jurisdiction, critical metals the world needs more of, and a team that’s moving quickly to unlock value. In a market where majors are searching for acquisition-ready assets with speed, scale, and security17, Glenstar is already advancing on all three.
And the real upside? It’s what’s still to come. These projects are early but the team behind them has already turned past drill programs into billion-dollar exits. Look deeper, and it becomes clear Glenstar Minerals Inc (OTC: GSTRF) isn’t just another explorer. It’s aiming to be a discovery story with serious scale.
Image: Glenstar Minerals results of first round sampling. https://glenstar.ca/about-us/#history
Leadership That’s Built and Sold Real Discoveries
Glenstar Minerals Inc. is guided by a team of highly accomplished exploration geologists, capital markets experts, and operational leaders. Collectively, they bring decades of experience in advancing multi-billion-tonne discoveries, structuring and financing public companies, and executing successful exits through acquisitions and IPOs.
Their combined expertise gives Glenstar Minerals the technical depth and market discipline needed to advance its projects and position for success.
Why Glenstar Minerals Could Win the Critical Metals Race
The global critical metals race is on and the winners won’t be decided years from now, they’ll be decided in the next few months. From AI infrastructure and data centers, to missile systems and defense weapons, to the power grids of the future, critical metals are the backbone and infrastructure everything depends on. But while demand goes vertical, supply can’t keep up. We seem to be in the early stages of a full-blown critical metals crisis.
With copper proposal on the U.S. Critical Minerals List, redirecting CHIPS Act dollars into domestic mining, and launching a $500M Pentagon stockpile within Nevada. Policy is now moving as fast as demand, especially as AI infrastructure and defense systems consume minerals the U.S. is racing to secure.
With two copper-critical metals projects in mining-friendly Nevada and drill targets in motion, Glenstar is positioned exactly where the market needs new supply the most. The setup is clear: strategic jurisdiction, early-stage leverage, proximity to a $165B advanced AI chip corridor, and exposure to a metal the world can’t replace
This is the kind of setup smart investors act on early before the market catches up.
Sources:
(1) https://www.worldbank.org/en/research/commodity-markets
(2) https://www.reuters.com/world/us/us-defense-department-buy-cobalt-up-500-million-2025-08-21/
(3) https://www.doi.gov/pressreleases/department-interior-releases-draft-2025-list-critical-minerals
(4) https://www.fraserinstitute.org/studies/annual-survey-mining-companies-2024
(3) https://www.mckinsey.com/industries/metals-and-mining/our-insights/the-future-of-nickel-a-class-act
(4) https://www.cnbc.com/2025/07/08/trump-tariffs-copper-trade.html
(5) https://www.iea.org/reports/global-supply-chains-of-ev-batteries
(6) https://www.congress.gov/bill/117th-congress/house-bill/5376/text
(9) https://www.fraserinstitute.org/studies/annual-survey-of-mining-companies-2023
(10) https://pubs.usgs.gov/fs/2014/3035/pdf/fs2014-3035.pdf
(12) https://www.usgs.gov/centers/nmic/antimony-statistics-and-information
(13) https://www.usgs.gov/centers/nmic/tungsten-statistics-and-information
(14) https://www.iea.org/reports/the-role-of-critical-minerals-in-clean-energy-transitions
(15) https://www.usgs.gov/faqs/what-a-critical-mineral
(18) https://glenstar.ca/investors/
(20) https://www.iea.org/reports/the-role-of-critical-minerals-in-clean-energy-transitions
(21) https://www.usgs.gov/centers/national-minerals-information-center/mineral-industry-nevada
(22) https://www.jpmorgan.com/insights/global-research/commodities/copper-outlook