AI, Defense, and the Critical Minerals Most Investors Are Ignoring

Disseminated On Behalf Of Formation Metals Inc.

Most investors think the AI boom is about software.

They see ChatGPT, Nvidia, and the companies building the next generation of artificial intelligence. But behind every AI model, data center, defense system, and power grid upgrade is something much more fundamental: raw materials.

As AI infrastructure expands, demand is growing for the metals required to build and power it. At the same time, governments around the world are increasing defense spending while trying to secure domestic supply chains for critical minerals that have become increasingly concentrated overseas.

That is creating a powerful trend that extends far beyond technology stocks.

Copper, nickel, cobalt, and titanium have all become strategically important materials because they sit at the intersection of infrastructure, energy security, manufacturing, aerospace, and defense. As demand continues to grow, investors are increasingly looking for companies that provide exposure to those trends rather than betting on a single commodity.

One company that has positioned itself around that opportunity is Formation Metals Inc. (CSE: FOMO | OTCQB: FOMTF).

Why Formation Metals Is Different

What caught my attention about Formation Metals Inc. (CSE: FOMO | OTCQB: FOMTF) is that management has built the company around multiple resource themes instead of relying on a single project.

The company is also funded to deliver on it: approximately C$30 million in working capital, no debt, and a fully funded 75,000-metre drill program, with its biggest catalyst, a maiden NI 43-101 gold resource estimate, targeted for Q3 2026. That means management can advance its projects rather than raise capital ahead of a key milestone.

Today, the company provides exposure to titanium, copper, nickel, cobalt, and gold through a portfolio of projects located in mining-friendly Canadian jurisdictions. That approach is important because the forces driving these commodities are very different. Gold often benefits from monetary uncertainty and investor sentiment, while critical minerals are increasingly tied to infrastructure investment, industrial growth, defense spending, and supply-chain security.

The first asset that stands out is the Rio Titanium Project in Quebec.

Titanium may not receive the same attention as copper or lithium, but it remains one of the most important materials used throughout the aerospace and defense industries. Its combination of strength, durability, and heat resistance makes it essential for military aircraft, commercial aviation, spacecraft, satellites, and advanced defense systems.

What makes Rio Titanium particularly interesting is its location. The project sits adjacent to Rio Tinto’s Lac Tio operation, one of the world’s most significant titanium-producing districts. Formation controls approximately 136 mining claims covering roughly 7,440 hectares in the same region, giving the company exposure to a critical mineral that plays an important role in both aerospace and national security.

The second key asset is Nicobat in Ontario, which provides exposure to copper, nickel, and cobalt.

Copper continues to attract attention as demand rises from data centers, electrical systems, transmission infrastructure, and industrial applications. Some estimates suggest a single hyperscale AI data center can require tens of thousands of tonnes of copper throughout its construction and operation. Meanwhile, nickel and cobalt remain essential components in a variety of industrial and energy-related applications and have been designated as critical minerals by the United States.

Historical drilling at Nicobat has already demonstrated encouraging mineralization, including intercepts containing both nickel and copper beginning at surface.

But Formation Metals Inc. (CSE: FOMO | OTCQB: FOMTF) is not solely a critical-minerals story.

The company also owns the N2 Gold Project in Quebec’s Abitibi Greenstone Belt, one of the world’s most prolific gold-producing regions. N2 hosts approximately 871,000 historical ounces of gold across six zones and has been the focus of extensive drilling over the years. With roughly 55,500 historical metres of drilling behind it and a fully funded 75,000-metre program now underway, investors are waiting for a maiden NI 43-101 resource estimate targeted for the third quarter of 2026.

For me, what makes the portfolio compelling is how these assets complement one another. Rio Titanium provides exposure to aerospace and defense demand. Nicobat offers leverage to the growing need for copper, nickel, and cobalt across infrastructure and industrial markets. N2 adds a significant gold asset with a defined catalyst on the horizon.

Together, they give Formation Metals Inc. (CSE: FOMO | OTCQB: FOMTF) exposure to several of the most important commodity themes developing today.

Management, Capital, and Upcoming Catalysts

A portfolio is only as good as the team behind it.

Formation Metals Inc. (CSE: FOMO | OTCQB: FOMTF) is led by CEO Deepak Varshney, a professional geologist with more than 15 years of experience spanning mineral exploration and capital markets. Over the past three years, he has helped raise more than C$40 million while advancing the company’s projects.

The company also benefits from the involvement of Roger Rosmus, founder and CEO of Goliath Resources, who serves as a strategic advisor and brings more than two decades of experience in corporate finance and the resource sector.

Looking ahead, investors are watching several potential catalysts, including pending drill results from N2, continued exploration across the portfolio, and most importantly the maiden NI 43-101 resource estimate expected in the third quarter of 2026.

The Bigger Picture

The AI boom is creating demand for far more than semiconductors.

Data centers require copper. Aerospace and defense systems require titanium. Industrial supply chains depend on nickel and cobalt. At the same time, investors continue to seek exposure to gold as a store of value during periods of economic uncertainty.

That is what makes Formation Metals Inc. (CSE: FOMO | OTCQB: FOMTF) an interesting story to watch.

The company has assembled a portfolio that provides exposure to several critical minerals tied to infrastructure, defense, and industrial growth, while also maintaining a significant gold project with a major resource catalyst expected later this year.

As governments and corporations continue investing in the physical infrastructure required to support the next decade of technological and industrial growth, the materials that make that future possible could become just as important as the technologies themselves. Formation has positioned itself across both sides of that equation.

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