WS #16154
Despite short-term volatility, long-term infrastructure demand for AI remains robust, with Trafigura projecting that AI-related copper use may triple by 2028. This structural demand supports industrial metals and related supply chains, even as broader market fears of inflation from oil prices persist. Companies like Otter.ai and BlackBerry are also seeing growth in AI and connected vehicle sectors, highlighting the divergent paths of legacy tech and AI infrastructure.
AI Infrastructure and Copper Demand
Despite short-term volatility, long-term infrastructure demand for AI remains robust, with Trafigura projecting that AI-related copper use may triple by 2028. This structural demand supports industrial metals and related supply chains, even as broader market fears of inflation from oil prices persist. Companies like Otter.ai and BlackBerry are also seeing growth in AI and connected vehicle sectors, highlighting the divergent paths of legacy tech and AI infrastructure.