Newest-generation semiconductors have a heat dissipation problem.
Copper and aluminum are insufficient to cool the stacks of superfast GPU's, so chipmakers are turning instead to manmade diamonds.
China produces two thirds of all the lab-grown stones in the world, and has strict export controls on the capital equipment to manufacture them.
The high demand from the Artificial Intelligence industry has placed a floor under prices for manmade stones, and the shares of Chinese diamond makers are surging.
Meanwhile, the natural diamond industry is collapsing, as jewelry buyers opt for lower-priced stones, which also come without the "blood" or "conflict" stigmas.
Closing scene, Nanjing
Resources and links:
Jensen Huang Sparks AI Cooling Revolution as China's Henan Lab-Grown Diamond Army Charges Into a Trillion-Yuan New Frontier
https://finance.biggo.com/news/BMLje54BmHHDnbgyKAKv
Diamond-cooled AMD Instinct MI350X servers get major $300 million customer
https://www.techspot.com/news/111561-diamond-cooled-amd-instinct-mi350x-servers-get-major.html
The Resurgence of Lab-Grown Diamonds
https://eu.36kr.com/en/p/3828329830912641
AI adds sparkle to synthetic diamond sector
https://www.chinadaily.com.cn/a/202607/29/WS6a6957f7a310986e2b467e0c_1.html
China’s lab-grown diamonds get an AI boost as industry rides demand for chip cooling
https://www.scmp.com/economy/china-economy/article/3363310/chinas-lab-grown-diamonds-get-ai-boost-industry-rides-demand-chip-cooling
China announces artificial diamond export curbs set to take effect day before US tariff truce deadline
https://www.reuters.com/sustainability/boards-policy-regulation/china-announces-artificial-diamond-export-curbs-set-take-effect-day-before-us-2025-10-09/
China Suspends Export Controls on Certain Critical Minerals and Related Items
https://www.pillsburylaw.com/en/news-and-insights/china-suspends-export-controls-certain-critical-minerals-related-items.html
China’s Lab-Grown Diamonds Emerge as Unlikely Winner in AI Boom
https://www.bloomberg.com/news/articles/2026-06-02/china-s-lab-grown-diamonds-emerge-as-unlikely-winner-in-ai-boom
China’s Lab-Grown Diamonds Aid Chipmaking in AI Boom
https://humanprogress.org/chinas-lab-grown-diamonds-emerge-as-unlikely-winner-in-ai-boom/
What's behind the diamond downturn?
https://www.marketplace.org/story/2026/07/30/why-mined-diamonds-are-losing-value
The diamond market has been upended by the lab-grown craze. Some fear it may never recover.
https://www.businessinsider.com/diamond-market-prices-record-low-lab-grown-stones-marquise-cut-2026-7
ROUGH DIAMOND PRICE INDEX
https://www.paulzimnisky.com/roughdiamondindex
Could a diamond wafer as wide as a basketball be China’s trump card in AI race?
https://www.scmp.com/news/china/science/article/3357157/could-diamond-wafer-wide-basketball-be-chinas-trump-card-ai-race
BBC, 'By the grace of God': Miners dig on as lab-grown diamonds change market
https://www.bbc.com/news/articles/czx2jqvwp7go
Bloody Diamonds: How Your Engagement Ring Helps Fund a Genocide in Gaza
https://www.unz.com/article/bloody-diamonds-how-your-engagement-ring-helps-fund-a-genocide-in-gaza/
The Hidden Cost of Jewelry
https://www.hrw.org/report/2018/02/08/hidden-cost-jewelry/human-rights-supply-chains-and-responsibility-jewelry
China and Africa are destroying the DeBeers diamond cartel
youtube.com/watch?v=V7tGZzwe4mQ&feature=youtu.be
The 2024 Diamond Crisis: An Industry at Its Breaking Point
https://rapaport.com/magazine-article/the-2024-diamond-crisis-an-industry-at-its-breaking-point/
U.S.-Israel Trade Is Dominated By Diamonds
https://www.forbes.com/sites/kenroberts/2017/05/22/for-first-time-in-25-years-israel-not-no-1-provider-of-u-s-diamonds/
Nvidia, AMD, and data centers need diamonds from China
Submitted 19 hours ago by
the_marxistleninist_guy@tankie.tube to based_china@tankie.tube
https://tankie.tube/w/jpG7HqQReoqcGHyrart1Za