AI‑Driven Copper Rush

Updated: 2026.01.16 13D ago 1 sources
Tech giants are now signing offtake and optimisation deals with miners to secure domestic copper, using novel extraction methods (bioleaching) and providing cloud analytics in return. This is reviving marginal mines and changing where and how new mineral output is brought online. — If AI/data‑center firms systematically lock early supplies, they will rewire mining policy, accelerate low‑grade extraction technologies, and make critical‑materials strategy a central element of industrial and climate policy.

Sources

Amazon Is Buying America's First New Copper Output In More Than a Decade
BeauHD 2026.01.16 100% relevant
Amazon Web Services’ two‑year supply pact with Rio Tinto’s Nuton bioleaching restart in Arizona and the reciprocal provision of AWS cloud analytics to optimise recovery.
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