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⁨A 1 GW AI factory uses 50,000 tonnes of copper. We're building 15 GW per year. That scale changed how I think about copper demand. A single 1-gigawatt AI data center requires roughly 50,000 metric tons of copper. Usage is wide, - power distriburion - cooling -transformers - cabling, and switchgear The industry is currently building about 15 GW of AI capacity annually. That's 750,000 tonnes of new copper demand every year, just from data centers exclusively For perspective, global copper mine production is around 23 million tonnes per year. So AI data centers alone are adding demand equivalent to roughly 3% of total global supply annually, and that's before counting the grid upgrades, transmission lines, and substations required to power them. Goldman Sachs says grid infrastructure will drive more than 60% of copper demand growth through 2030. The copper market was already tight. AI just made it structural. This isn't cyclical construction demand that fades in a recession. This is strategic infrastructure that gets built regardless of economic cycles because it's tied to national competitiveness, energy security, and AI leadership or AI race how investors call it For explorers, this changes the incentive price math. The marginal new mine needs higher copper prices to justify development. If AI keeps adding 750,000 tonnes of demand every year and major mines like Grasberg are at half capacity, the pressure on supply becomes relentless. This is where it's worth putting together an explorers watchlist. I already have one. NRED's Wilmac project sits in a proven copper-gold belt 1few miles from a producing mine. In a world where copper is becoming a strategic input for AI infrastructure, that location matters more than it did even just twp years ago.⁩ Not a call, just vibes $MU $TSLA $NVDA $OPEN