Post by BPG Alternative Minerals Reserves AG

Everyone is talking about AI. Almost nobody is talking about what AI is really made of. It is made of .... 👉  Copper! Not software. Not chips. Not data. It is Copper. Here’s what most people are missing: - A single hyperscale AI data center can require tens of thousands of tons of copper for wiring, cooling, and power infrastructure - Data centers alone are expected to consume ~400,000 tons of copper annually this decade - The global copper market is entering a structural deficit in 2026   At the same time mine supply is stagnating, permitting is getting more and more difficult, hence slowing down, and geopolitics is tightening access. Copper is no longer a cyclical industrial metal. It is becoming a strategic asset. Actually it becomes a “hard infrastructure” layer beneath AI, energy transition, electrification, and defense systems.   And the uncomfortable truth is that you can scale AI with software overnight but you cannot scale copper supply. (pictures from Green Tech Mining & Services LLC)   #Copper #CriticalMinerals #AI #EnergyTransition #Investing #Commodities #Management #Mining #Infrastructure #Innovation