Everyone wants AI. The grid wants copper first.
Data centers are projected to hit 66 GW of US power demand by 2027, up from 31 GW in 2025. Capacity could reach around 95 GW by the end of 2027, assuming 70% utilization.
That is insane load growth. Before AI chips print money, utilities need power generation, transformers, transmission and copper-heavy infrastructure.
That’s the lane where I keep watching
$NRED. NovaRed’s Wilmac project is a copper-gold play in British Columbia, backed by MetalCore using 2.7M mineral records, 19 assessment reports and 10 mineral occurrences.
AI needs power. Power needs copper. Copper needs new supply.
Not advice. By the time it’s obvious, it’s already gone.