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Dear Reader, The biggest AI stories are getting almost too big. Anthropic is reportedly moving toward a blockbuster public debut. OpenAI has been discussed in trillion-dollar terms. Nvidia has already become the most valuable company on Earth. Exciting? Absolutely. Accessible? Not always. By the time most retail investors hear about the biggest AI names, the early money has often already been made by venture funds, institutions, and insiders with access long before the public market arrives. But AI still has bottlenecks. And bottlenecks can create new openings. AI desperately needs data centers. Those data centers need electricity, cooling, transformers, substations, grid upgrades, and millions of pounds of copper. One Microsoft data center reportedly used more than 4.8 million pounds of copper. Now thousands more data centers are planned. That is why the resource layer behind AI is worth a closer look. One small North American copper story may give retail investors a more accessible angle on the AI buildout while the market is still focused on trillion-dollar tech names. The mega-cap AI trade may already feel crowded. But there are still ways to follow the next phase. |
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