The construction of AI data centers is accelerating at a record pace, and their electricity consumption is already putting increasing pressure on power grids in some regions. This is driving major investments in new electrical infrastructure.
That infrastructure requires significant amounts of silver in transformers, substations, power electronics, and other electrical systems. If AI continues to expand at its current pace, upgrading power grids could become another major source of silver demand.
In my view, this is a long-term trend that the market is still underestimating.
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