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Why copper markets are feeling the pinch due to aggressive AI data center expansion — expansive buildout to demand 1.1 million tonnes of copper annually by 2030, close to 3% of global demand

Data center demand is skyrocketing as the generative AI revolution continues at pace. The racks of servers already use around 1.5% of global electricity, but by 2030, it’s estimated that data centers will need around 1.1 million tonnes of copper annually by 2030, or close to 3% of global demand.

Amazon launches Trainium3 AI accelerator, competing directly against Blackwell Ultra in FP8 performance — new Trn3 Gen2 UltraServer takes vertical scaling notes from Nvidia’s playbook

AWS is taking pages from Nvidia’s book with its new Trainium3 AI accelerators and Trn3 Gen2 UltraServers that are now built entirely on in-house silicon and are accompanies by the enhanced Neuron software stack that simplifies their adoption and gives users more controls over performance and behavior.