What USA Rare Earth makes for data centers

public

USA Rare Earth is a publicly listed company. It appears on 1 part of the AI data center — Rare earths & permanent magnets — in the role of manufacturer. That part sits in Layer 10 — Materials & upstream inputs. Its shares trade on US exchanges (NYSE/Nasdaq) as USAR.

Listing
US exchanges (NYSE/Nasdaq): USAR· 9.33 USD -3.02% · mkt cap 3.5B USD
Snapshot 2026-10-25T10:41:17Z — nightly, not real-time.· Chart on TradingView ↗
Exposure
1 part across 1 layer
No disclosed data-center revenue share on file.

Parts, by layer

Layer 10 — Materials & upstream inputs

PartRoleConfidenceCompetitorsNote
Rare earths & permanent magnetsmanufacturerdisclosedArafura, Energy Fuels, Iluka, JL Mag, Lynas, MP Materials

Where USA Rare Earth sits in the stack

USA Rare Earth's placements in this catalog cover 1 part, all in layer 10, materials & upstream inputs. None of them currently carries a sourced supply constraint tag. Across these parts it overlaps with other companies most often on the lines below.

What these parts are

Closest peers in this catalog

Disclosed customers

Customer%MetricPeriodFiling
one customer10%revenue2026-06-3010-Q
one customer10%revenue2026-03-3110-Q
one customer10%revenue2025-12-3110-K

Questions about USA Rare Earth

What does USA Rare Earth make for AI data centers?
This catalog places USA Rare Earth on 1 part: Rare earths & permanent magnets (manufacturer).
Is USA Rare Earth publicly traded?
Yes — USA Rare Earth is listed on US exchanges (NYSE/Nasdaq) under USAR. Prices shown on this page are a nightly snapshot, not real-time, and nothing here is investment advice.
Who else makes rare earths & permanent magnets for AI data centers?
Arafura, Energy Fuels, Iluka, JL Mag, Lynas and MP Materials are also placed on Rare earths & permanent magnets in this catalog.
How well sourced are these placements?
Every part→company placement carries a confidence tag. For USA Rare Earth the mix is 1 disclosed. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a lead from the taxonomy with no citation yet. Treat reported and inferred as leads, not facts.

Answers are generated from this catalog's own rows — see sources & method.

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