The AI Boom Has a Massive Supply Problem

AI is reshaping demand for copper, power, fiber optics, and precious metals faster than most people realize. In this episode of Noble6 Talks, recorded at the 50th Annual IPMI Conference, Edmund Schwenk and Rich Pelletier sit down with Matt Watson, CEO of Precious Metals Commodity Management, LLC, to discuss the massive supply challenges behind the AI boom. Matt shares his outlook on copper shortages, growing pressure on the power grid, palladium demand, EV adoption, battery recycling, hydrogen, and the future of platinum group metals.

Could AI create the next major metals shortage?