AI data center copper demand forecasts may be overstated
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Analysts suggest that copper demand forecasts for AI data centers might be too optimistic. Rising prices are currently limiting consumption. Some applications are switching to aluminum because it is cheaper than copper.
Forecasts for copper demand from artificial intelligence (AI) data centers may be overly optimistic, as rising prices are curbing consumption and accelerating the substitution of copper with cheaper aluminium in some applications, analysts say.