The AI boom is not just about chips; it is about the physical infrastructure—power, cooling, and connectivity—that requires massive amounts of copper. As governments and tech giants race to build AI capacity, copper demand is set to outstrip supply, creating a bullish environment for mining equities. In crypto, this reinforces the 'digital gold' and 'digital infrastructure' theses, especially for tokens linked to decentralized physical infrastructure networks (DePIN) and real-world assets (RWA).

Copper

Australian mining stocks

Analysts predict Australia's mining stocks will extend their rally due to surging copper demand from power infrastructure and artificial intelligence.