The Real Foundation of the AI Revolution

image1 6 The foundation of the AI Revolution Isn’t What You Think

Artificial intelligence (AI) is no longer just a buzzword; it’s quite literally transforming the world as we know it.

Anyone with a smartphone or access to the internet now has AI at their fingertips, but few realize the crucial role critical minerals play in the AI revolution.

Critical minerals like copper, lithium and even uranium, are the foundation modern technology is built upon. They are an essential ingredient in everything from electric vehicles and smart grids to smartphones and batteries, sending demand skyrocketing in recent years.

The influx of new AI data centers being built across the globe is also driving demand for critical minerals to new highs. Amazon plans to spend almost US$150 billion over the next 15 years to build and operate data centers around the world, while Microsoft will spend nearly $6 billion on AI data centers in the UK and Japan.

The problem is, the aggressive pace of AI adoption and the rising number of energy-sucking AI data centers is putting additional strain on global supply chains that are already stretched thin by net-zero goals.

Add to that years of underinvestment in new mines and concentrated supply in high-risk regions, and it becomes clear that supply will struggle to keep pace with the rising demand.

As critical minerals become scarcer, their value increases and according to a new report fromThe Oregon Group, it could trigger a 10-year supercycle.

Artificial Intelligence and the next Critical Mineral Supercycle

The Oregon Group is an investment research team founded by independent capital markets experts, Anthony Milewski and Justin Cochrane, that provides insights about the macro so you can invest in the micro.

In a world grappling with climate change, disruptive technologies, and geopolitical shifts, The Oregon Group navigates investors through the complexities of global trends and opportunities, helping them seize the moment amidst the risks and rewards of today’s dynamic landscape.

The company’s latest report, titled “Artificial Intelligence and the next Critical Mineral Supercycle,” examines key trends affecting the growth across the sector, including:

  • The increasing demand for critical minerals driven by the rapid expansion of artificial intelligence applications.
  • Challenges faced by energy grids due to the surge in electricity demand from data centers and AI technologies.
  • The role of nuclear energy and uranium in meeting the growing power needs of data centers and AI.
  • The significance of renewable energy sources and their critical mineral requirements in achieving net-zero targets.
  • Supply and demand dynamics of essential minerals such as copper and tin in the context of AI and technological advancements.

As AI adoption continues to surge, its intricate relationship with critical minerals becomes increasingly apparent.

In “Artificial Intelligence and the next Critical Mineral Supercycle,” The Oregon Group offers a deep dive into the pivotal relationship between AI and critical minerals. With insights into demand trends, energy grid challenges, and mineral supply dynamics, this report provides a clear roadmap for navigating this evolving landscape.

Read The Oregon Group’s “Artificial Intelligence and the next Critical Mineral Supercycle by


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