AI Is More Than a Technology Story, Metals Are Also Winning

AI data center buildouts are raising demand for the metals and electricity needed to power them, especially copper and aluminum.

Goldman Sachs and investors say this could support a broader mining boom as commodity demand strengthens.

Major miners including BHP, Rio Tinto, Teck Resources and Anglo American are benefiting from the trend.

The sector may also need more mergers to create larger mining companies that are easier for big funds to back.