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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.

Senators lobby for SAFE Chips Act, which would curb leading-edge AI chip exports to China — proposed bill would restrict AMD and Nvidia to H20/MI308-class accelerator sales until 2028

The SAFE Chips Act proposed by a bipartisan group aims to lock current export rules into law, preventing AMD and Nvidia from selling any AI accelerators based on the latest architectures to China for the next 30 months and forcing companies to compete with H20 and MI308 against China’s latest AI processors.