AI Data Centers Fuel Copper Demand Surge

Copper demand is surging due to the growth of AI infrastructure and data centers. According to S&P Global, copper demand is projected to increase by 13.7% from 2025 to 2030.

Vulcan Materials' CEO highlighted that data centers are driving increased demand in non-residential construction, particularly in power infrastructure, which will provide stable market support for the company.

Vertiv reported at a recent Goldman Sachs conference that its order pipeline continues to strengthen, with a projected 37% revenue increase and 60% EPS growth by 2025, indicating robust performance in the AI infrastructure sector.