Most agree that the single most powerful force shaping 2026 will be the explosive rise in AI-driven capital expenditure.
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Data centers are a key component of this AI-driven capital expenditure boom.
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Advanced computes and high voltage infrastructure are critical elements of the AI buildout.
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Cooling systems and copper-intensive electrification are no longer niche investments but becoming the backbone of the global economy.
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Goldman Sachs forecasts AI investment could reach $1 trillion annually by 2027.
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UBS describes this as a capex boom that will reshape supply chains and asset valuations for the rest of the decade.
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Analysts at the Gold and Silver Club Observer provide perspective on this trend.
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AI is not just a technological theme, it is an inflationary supercycle that drives energy demand, metals consumption, supply bottlenecks, and ultimately asset prices.