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NEW YORK, Feb. 27, 2026 /PRNewswire/ -- The struggle for geopolitical supremacy is rapidly becoming a struggle over one critical resource - rare earth magnets.  They will determine whether the United States can build military equipment at scale, whether weapons can be replaced as fast as they are used, and whether industry can keep pace with demand across an economy measured in the tens of trillions of dollars.  Companies mentioned in this release include: REalloys Inc. (ALOY), Microsoft (NASDAQ: MSFT), NVIDIA (NASDAQ: NVDA), Alphabet (NASDAQ: GOOGL), Tesla, Inc. (NASDAQ: TSLA), General Motors Company (NYSE: GM).

For the United States, winning this strategic competition hinges on a single, difficult capability: the domestic production of magnet materials at scale. While many other Western firms are very early in the exploration stage or 'paper' phase of developing processing capabilities, one company is already operational and processing metals.

Based in Euclid, Ohio, REalloys (ALOY) operates North America's only facility that has converted heavy rare earths into the high-performance metals and alloys required for defense systems. By bridging the gap between raw oxides and finished magnets, they have moved beyond the industry's theoretical roadmaps to provide a functioning supply chain that feeds American factories and weapons programs today.

The company has non-binding agreements in place for long-term feedstock from North America, Kazakhstan, Greenland, and Brazil and processes it directly in the United States, eliminating offshore detours. It is already supplying qualified metals and alloys under U.S. Department of Defense contracts as sourcing rules tighten toward fully domestic material.

What the DoD Needs Urgently

The U.S. military is working with REalloys for rare earth metals and alloys for use  in active programs. The company produces defense-grade metal and alloy domestically, to specifications already embedded in program supply chains. As sourcing rules change in 2027 and Chinese material becomes ineligible, that same material remains compliant without modification. No other North American supplier currently produces the same class of qualified heavy rare earth metals and alloys. And in our opinion it is unlikely they will have the capabilities to do so at scale for at least another 3 years.

Heavy rare earths keep modern missile and aerospace systems operating under extreme conditions. Dysprosium and terbium are added to magnet alloys to preserve magnetic strength when temperatures rise or when vibration intensifies.

That makes heavy rare earths absolutely vital to things like precision-guided missiles and missile-defense interceptors. Dysprosium and terbium are non-negotiable inputs for these weapons systems.

Where REalloys Ranks in the Magnet War

Strip away the rhetoric, and the U.S. rare earth landscape collapses fast. Most companies are still upstream, with mines, oxides, separation pilots, and PowerPoint roadmaps. REalloys is firmly downstream, where supply chains either function or fail.

They have an executed commercial processing and long-term offtake agreement with the Saskatchewan Research Council (SRC) tied to SRC's Rare Earth Processing Facility in Saskatoon. Under that agreement, REalloys (ALOY) secures 80% of annual production from the upgraded capacity, with supply structured on a cost-plus model. Heavy rare earth production from the upgraded facility is expected to begin in early 2027, positioning REalloys as the only commercial-scale supplier of dysprosium and terbium oxides in North America.

They are also committing approximately US$21 million to expand the facility to lift heavy rare earth processing capacity by about 300% and increasing light rare earth (NdPr) capacity by 50%. The design output is up to 30 tonnes of dysprosium oxide, 15 tonnes of terbium oxide, and 400 tonnes per year of high-purity NdPr metal, with NdPr increasing to 600 tonnes per year after the expansion is complete, with first production slated for early next year.

LOI's are in place for feedstock from  Kazakhstan, Brazil, and Greenland.

In Kazakhstan, they have secured a non-binding long-term offtake agreement with AltynGroup for rare-earth feedstock containing both light and heavy rare-earth elements, including dysprosium and terbium.

That raw material will feed directly into REalloys' U.S. metals and alloy production rather than being routed offshore. 

In Brazil, the company has signed an offtake memorandum with St George Mining that outlines access to up to 40% of rare earth production from the country's Araxá project, subject to definitive agreements.

In Greenland, they have a 10-year offtake arrangement (at LOI stage) under which it expects to supply REalloys up to 15% of annual production from the Tanbreez project's rare earth concentrate.

The final destination is the Department of Defense.



Their Euclid, Ohio facility is designed to separate rare earth oxides which are reduced into metal under controlled atmospheres and alloyed into magnet-grade compositions. Both light and heavy rare earths, including dysprosium and terbium, will be processed at this facility within the same metallurgical workflow. Output is produced as pre-alloyed metal, with chemistry set upstream and held to tight tolerances required for qualified magnet production. This places Euclid between separation and magnet manufacturing, at the point where rare earths become usable inputs rather than intermediates.

The material is bought through ordinary commercial supply relationships and moves directly into magnets and components supplied to the DoD.

America Rebuilds Under Strategic Threat

For the first time in decades, the United States is rebuilding a rare-earth supply chain under active Chinese pressure.

It is doing so under deliberate Chinese pressure on the processed materials that keep weapons programs and factories running.

Almost no one outside China can reliably turn rare earth oxides into finished metal on an industrial scale.

That step turning rare earth oxides into usable metals is where most Western supply chains quietly gave up decades ago.

The Center for Strategic and International Studies (CSIS) identifies rare-earth metallization and alloying as the least developed and most difficult capability to rebuild outside China. In its work on supply-chain resilience, CSIS describes metal and alloy production as an experience-driven bottleneck–one that cannot be recreated quickly, even with funding in place.

The CSIS makes this clear: rare-earth metallization is learned over long operating histories, not built on a schedule. Reaching stable, magnet-grade output can take many years and, in some cases, decades. Mines can be built, but metallization cannot be rushed.

While most Western efforts stop at oxides or pilot separation, Realloys (ALOY) is operating at the conversion step CSIS identifies as the hardest to rebuild. At Euclid, oxide becomes metal, metal becomes alloy, and chemistry is held inside specifications already accepted downstream. That work is happening now, inside an operating U.S. facility.

They operate at the conversion layer CSIS identifies as the hardest capability to rebuild outside China. The separated rare earth oxides reduced into metal and alloyed to magnet-grade specifications at Euclid will be used downstream. The process runs under controlled atmospheres, with chemistry set upstream and held within tight tolerances across repeated production runs.

That capability is rare because the U.S. abandoned it decades ago and it can't be rebuilt quickly. It requires operating history, not construction schedules. It exists here, inside an operating U.S. facility, feeding magnet and defense supply chains with usable material rather than intermediates.

This capability sets the limits of the rebuild, and of U.S. industrial and defense capacity.



Here are other companies that are reliant on heavy rare earth elements and why they are so important to their businesses:



Microsoft (NASDAQ: MSFT) has become a pivotal architect of the "Circular Rare Earth Economy," shifting its strategy from simple procurement to large-scale urban mining. In early 2025, Microsoft achieved a major breakthrough by launching a commercial-scale Rare Earth Material Capture Program in collaboration with Western Digital. By decommissioning and shredding approximately 50,000 pounds of end-of-life hard disk drives (HDDs) from its global data centers, Microsoft demonstrated an acid-free, environmentally friendly process that recovers over 90% of the neodymium and praseodymium (NdPr) used in high-performance magnets.

Beyond recycling, Microsoft is a major backer of AI-driven mineral discovery through KoBold Metals, an exploration firm co-founded with Bill Gates. By 2026, Microsoft has integrated its Azure high-performance computing (HPC) power with KoBold's "Machine Prospector" to identify "Tier 1" critical mineral deposits in regions previously thought to be exhausted, such as Western Australia and Sub-Saharan Africa.

NVIDIA (NASDAQ: NVDA) is the "technological engine" powering the modernization of the rare earth industry, moving from supplying GPUs to creating the "AI Factory" for mining. At CES 2026, NVIDIA and Caterpillar (CAT) announced an expanded collaboration to deploy "Physical AI" across mining sites globally. By integrating the NVIDIA Jetson Thor platform into autonomous mining fleets, NVIDIA has enabled machines to process billions of data points in milliseconds, allowing for high-precision extraction in complex environments.

Crucially, NVIDIA has pioneered the use of Digital Twins for rare earth refineries through its Omniverse platform. In 2026, facilities like the Saskatchewan Research Council (SRC) and MP Materials utilize NVIDIA's OpenUSD-based simulations to model the chemical behavior of rare earth separation at a molecular level. This "Simulation-First" approach allows engineers to optimize the proprietary solvent extraction (SX) cells, the most guarded and difficult step of rare earth processing, without wasting expensive chemical reagents.

Alphabet (NASDAQ: GOOGL), through DeepMind and Google Cloud, has positioned itself as the "automated chemist" of the rare earth industry. In early 2026, Google DeepMind unveiled GNoME 3.0 (Graph Networks for Materials Exploration), an AI model that predicted over 2 million new crystalline structures, many of which are specifically designed to be high-performance, rare-earth-free permanent magnets. By simulating new material combinations that mimic the magnetic properties of neodymium but use more abundant elements like iron and nitrogen, Google is working to "engineer out" the vulnerability of the rare earth supply chain entirely.

In the immediate term, Google Cloud is the data backbone for the Saskatchewan Research Council's (SRC) AI-powered separation facility. Google's Vertex AI models are the brains behind the facility's "micro-adjustment" sensors, which coordinate the flow of thousands of chemical tanks to separate the 17 chemically identical rare earth elements.

Tesla, Inc. (NASDAQ: TSLA) remains one of the most influential industrial demand drivers for critical minerals and magnetic materials globally. Although its core business is electric vehicles and energy storage, Tesla's design choices in traction motors, battery chemistry, and material sourcing have profound implications for rare earths, nickel, lithium, and cobalt markets. Major EVs typically incorporate neodymium-praseodymium magnets in their motors, and even as Tesla explores designs with reduced rare earth content, the underlying demand for high-performance permanent magnets and advanced battery metals continues to shape supplier strategy.

Tesla's high-volume manufacturing footprint, global supply agreements, and influence on EV battery chemistries make it a bellwether for critical mineral demand trends, particularly in North America and Europe, where domestic supply diversification remains a strategic priority.

General Motors Company (NYSE: GM)

General Motors has expanded its upstream exposure as access to battery raw materials increasingly dictates EV scaling timelines. The automaker continues to secure direct stakes and long-term contracts across the lithium, nickel, and cobalt value chains to underpin its Ultium platform.

Its investment in Lithium Americas' Thacker Pass project provides priority access to Phase 1 lithium supply, supporting full U.S. tax credit eligibility under current IRA guidelines. GM has also expanded nickel and cobalt supply arrangements with global miners to diversify sourcing.

Downstream integration continues through cathode joint ventures in North America and battery recycling partnerships designed to recover high percentages of lithium, nickel, and cobalt from scrap and end-of-life packs, reducing long-term primary material exposure.

By. Josh Owens

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Market News Updates News Commentary 

Next-generation robotics platforms are expanding addressable markets and unlocking long-term recurring revenue potential 

NEW YORK, Jan. 21, 2026 /PRNewswire/ -- The humanoid robot industry is influenced by evolving needs in personal assistance, healthcare, and industrial automation. Trends such as AI-driven human–robot interaction, advanced mobility and dexterity, and integration with IoT and cloud platforms directly enhance functionality and user experience. These advancements drive end-user demand for reliable assistance, improved productivity, and enhanced customer engagement, shaping deployment strategies and accelerating the growth of humanoid robot developers and solution providers such as: Realbotix Corp. (OTCQB: XBOTF) (TSX-V: XBOT), Serve Robotics Inc. (NASDAQ: SERV), Tesla, Inc. (NASDAQ: TSLA), NVIDIA Corporation (NASDAQ: NVDA) and Richtech Robotics Inc. (NASDAQ: RR).

A recent report from MarketsAndMarkets said that: "The global humanoid robot market is projected to grow from USD 2.92 billion in 2025 to USD 15.26 billion by 2030, registering a CAGR of 39.2%. Growth is being propelled by rising adoption of humanoid robots in personal assistance, caregiving, and healthcare applications, alongside increasing deployment in manufacturing, retail, and logistics for workforce augmentation. The market is further supported by rapid advancements in artificial intelligence, natural language processing, and human–robot interaction, coupled with large-scale R&D investments, pilot deployments, and strong government initiatives in Asia Pacific, North America, and Europe aimed at accelerating robotics adoption across industries."

The MarketsAndMarkets report continued: "The humanoid robot market is segmented into hardware, software, and services. The software segment is expected to grow at the highest CAGR, driven by advancements in artificial intelligence, natural language processing, and computer vision that enable enhanced human–robot interaction and autonomous decision-making. This growth is further supported by increasing demand for cloud-based analytics, real-time monitoring, and AI-driven personalization, making software a critical enabler for humanoid robots across healthcare, personal assistance, retail, and industrial applications. Hardware continues to dominate in terms of overall market share due to the need for sensors, actuators, and control systems, while services are witnessing steady growth through integration, maintenance, and training support."

Ericsson Deploys Realbotix Humanoid Robot for Workforce and Visitor Engagement - Realbotix Corp. (OTCQB: XBOTF) (TSX-V: XBOT) (Frankfurt: 76M0.F) ("Realbotix" or the "Company"), a leader in AI-powered humanoid robotics, announced Ericsson is deploying an advanced humanoid robot equipped with Realbotix's proprietary vision technology for workforce and visitor engagement. The robots will power workforce training, stakeholder engagement, and interactive experiences at Ericsson's Imagine Studio experience center in Plano, Texas.

Realbotix's vision technology, a proprietary advancement that allows the robot's eyes to autonomously detect movement and emotions, remember faces, recognize colors, and even read, enables the robots to respond accordingly during interactions with humans.

Powered by Realbotix's proprietary modular hardware and AI-agnostic architecture, the robot will serve as a dynamic, adaptable human–robot interface for real-world applications including:

• Workforce Training & HR Guidance – Providing employees with personalized development pathways, making career growth more accessible and data-driven.
• Studio Greeter & Engagement Tool – Serving as an interactive greeter, the Realbotix robot will offer an immersive visitor experience, reflecting innovation in conversational AI and robotics.
• Campus Outreach & Career Guidance – Inspiring students by delivering personalized career guidance and showcasing pathways for success in the tech industry.

"Ericsson's adoption of Realbotix robots underscores the growing confidence in AI-powered humanoid robotics, bridging technology with real-world applications. This milestone represents a leap for Realbotix, positioning our humanoid robots as integral partners that will shape the workplace of the future," said Andrew Kiguel, CEO of Realbotix.

With applications ranging from customer engagement and corporate training to HR analytics and career guidance, Realbotix continues to demonstrate the value of humanoid robotics across industries. Continued… Read this full release for Realbotix by visiting: https://www.realbotix.ai/news

Other recent developments in the robotics industries include:

Serve Robotics Inc. (NASDAQ: SERV), a leading autonomous robotics company, announced that it has entered into an agreement to acquire Diligent Robotics, Inc. ("Diligent"), a pioneering provider of AI-powered robot assistants for the healthcare industry. The transaction marks the first expansion of Serve's autonomy platform into indoor environments, with hospitals as one of the most high-impact settings for robotics.

Diligent was founded in 2017 by Andrea Thomaz and Vivian Chu, world-renowned social roboticists, with the vision of creating socially intelligent robot assistants that improve human labor productivity. Since its inception, Diligent has raised over $100 million in financing from investors including Tiger Global, Canaan, and True Ventures.

The Optimus project is expected to operate under the Tesla, Inc. (NASDAQ: TSLA) umbrella, aligning it with a broader trend among automakers exploring humanoid robotics, such as Hyundai's work with Atlas. Tesla's humanoid robot is positioned as a general-purpose assistant capable of performing physically demanding or potentially hazardous tasks. Musk has previously targeted a price of around $20,000 for Optimus – roughly half the cost of an entry-level Tesla Model 3.

If Musk succeeds in selling one million Optimus units, it would satisfy one of the key targets tied to his proposed $1 trillion compensation package. Calacanis, who claims to have visited Tesla's Optimus lab, expressed optimism in the project's potential, suggesting that Musk could ultimately produce not just a million, but a "billion" robots. He went so far as to call it "the most transformative technology product ever made in the history of humanity."

NVIDIA Corporation (NASDAQ: NVDA) recently announced new open models, frameworks and AI infrastructure for physical AI, and unveiled robots for every industry from global partners. The new NVIDIA technologies speed workflows across the entire robot development lifecycle to accelerate the next wave of robotics, including building generalist-specialist robots that can quickly learn many tasks.

Global industry leaders including Boston Dynamics, Caterpillar, Franka Robotics, Humanoid, LG Electronics and NEURA Robotics are using the NVIDIA robotics stack to debut new AI-driven robots. "The ChatGPT moment for robotics is here. Breakthroughs in physical AI — models that understand the real world, reason and plan actions — are unlocking entirely new applications," said Jensen Huang, founder and CEO of NVIDIA. "NVIDIA's full stack of Jetson robotics processors, CUDA, Omniverse and open physical AI models empowers our global ecosystem of partners to transform industries with AI-driven robotics."

Richtech Robotics Inc. (NASDAQ: RR), a U.S.-based provider of AI-driven robots operating in commercial and industrial environments, recently announced that it demonstrated its robotics solution platform, presented by humanoid robot Dex, at CES 2026 which was held from January 6 to 9, 2026, at the Las Vegas Convention Center (LVCC).

Accelerated by the NVIDIA Jetson Thor, Dex is capable of operating in dynamic environments, adapting with real time reasoning, and performing complex tasks with detailed precision, all while operating for four hours on a single charge. Dex also has been simulated and trained in NVIDIA's open-source, reference frameworks NVIDIA Isaac Sim and NVIDIA Isaac Lab.

DISCLAIMER:  MarketNewsUpdates.com (MNU) is a third party publisher and news dissemination service provider, which disseminates electronic information through multiple online media channels. MNU is NOT affiliated in any manner with any company mentioned herein. MNU and its affiliated companies are a news dissemination solutions provider and are NOT a registered broker/dealer/analyst/adviser, holds no investment licenses and may NOT sell, offer to sell or offer to buy any security.  MNU'S market updates, news alerts and corporate profiles are NOT a solicitation or recommendation to buy, sell or hold securities. The material in this release is intended to be strictly informational and is NEVER to be construed or interpreted as research material. All readers are strongly urged to perform research and due diligence on their own and consult a licensed financial professional before considering any level of investing in stocks. All material included herein is republished content and details which were previously disseminated by the companies mentioned in this release. MNU is not liable for any investment decisions by its readers or subscribers. Investors are cautioned that they may lose all or a portion of their investment when investing in stocks. This press release was distributed on behalf of Realbotix Corp. For current services performed MNU has been compensated forty three hundred dollars for news coverage of the current press releases issued by Realbotix Corp. by the Company. MNU HOLDS NO SHARES OF ANY COMPANY NAMED IN THIS RELEASE.

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