"The artificial intelligence (AI) revolution is advancing rapidly, but companies struggle to match its pace. Key bottlenecks threaten to slow progress, such as limited energy availability for power-hungry data centers. Another critical constraint is the supply of copper, essential for building out these facilities. Data centers rely on copper for electrical cables, busbars, transformer windings, printed circuit boards, and processor heat sinks, making the red metal essential to the process."
"A Partnership Securing Tomorrow's Copper Today Amazon just announced a two-year strategic collaboration with Rio Tinto (NYSE:RIO) that has its AWS unit become the first customer for copper produced using the miner's Nuton bioleaching technology at the Johnson Camp mine in Arizona, operated by Gunnison Copper. This marks the first industrial-scale use of Nuton, which was deployed last month, and represents the first new U.S. copper output from the mine in over a decade."
Rapid AI growth is creating bottlenecks including limited energy and constrained copper supply for data centers. Copper is essential for cables, busbars, transformer windings, printed circuit boards, and processor heat sinks, driving strong demand. Copper prices rose about 44% in 2025 and global demand could increase 50% by 2040, with AI contributing materially. Amazon Web Services entered a two-year collaboration with Rio Tinto to become the first customer for copper produced with the Nuton bioleaching technology at the Johnson Camp mine. AWS will procure initial Nuton copper for U.S. data centers and provide cloud analytics to optimize heap-leach performance and resource usage. The project targets about 30,000 tonnes of refined copper over four years.
Read at 247wallst.com
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