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Deep & Emerging Tech·June 25, 2026·1 min read

Copper Climbs as Lower Dollar, AI Rally Counter Rate Concerns

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Copper bouncing off a seven-week low on the back of an AI stock rally is a reminder that compute buildout is materially copper-intensive—data centers, transmission, and electrification all pull on the same metal. If you're planning large-scale infra, lock in assumptions on copper pricing and availability, not just power and land.