Riding the Commodity Boom Higher One Pint at a Time
The explosive growth in AI has created massive demand for physical infrastructure that goes far beyond Nvidia chips. Every AI data center needs more than 5,000 tons of copper for electrical systems and cooling… and around 1,000 tons of structural steel. They need lithium batteries for uninterrupted power… and rare earth elements for advanced components. The demand is staggering, and it’s only accelerating.
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