2026-01-16 16:45:38

Major mining company Rio Tinto securing long-term copper supply contracts with Amazon as the tech giant scales up its AI data center infrastructure. This development signals accelerating demand for critical raw materials driving the AI compute boom. Copper—essential for power transmission and cooling systems in hyperscale facilities—has become a bottleneck in the race to build out next-generation AI infrastructure. The deal underscores how traditional commodities markets are increasingly intertwined with emerging tech trends. As data centers consume more power to support AI workloads, mining and energy sectors face mounting pressure to scale production. This creates ripple effects across supply chains and could reshape investment flows in both traditional commodity markets and tech infrastructure plays.

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SellLowExpert

· 9h ago

Wow, the copper mine has been taken over by AI. Traditional mining is really going to turn around now.

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OnchainDetectiveBing

· 9h ago

Rio Tinto and Amazon are playing their cards very smartly, directly blocking the copper mine supply chain... Does this mean traditional mining and Web3 are coming together? Quite interesting. Copper prices are about to take off, brothers holding mining stocks, this wave is promising. By the way, AI consumes a lot of electricity, is an energy crisis coming... Amazon is reserving resources for the next generation of computing power; long-term contracts are meant to lock in costs. Wait, could this affect the new energy industry chain? Copper is already in short supply. Infrastructure bottlenecks are being broken through one by one, the AI computing power arms race is endless, right? Traditional industries and new technology are tied together, what does this indicate... all the money is here.

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SillyWhale

· 9h ago

Damn, is copper prices about to take off? Rio Tinto's collaboration with Amazon is quite aggressive. The issue of AI consuming electricity is really starting to hit a bottleneck; mining companies are just waiting to get paid. Oh my God, I never thought traditional mining and tech mining could be so closely linked... Really, once the demand from data centers kicks in, the entire supply chain has to turn around; it's a bit crazy. The good days are coming for mining companies, but will copper really become a bottleneck? This deal shows that AI is burning money to the point of hardware shortages. Wait, should we small retail investors focus on mining stocks or data center concepts? The collaboration is good, but I'm just worried it might be another hype.

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AlwaysAnon