AI Infrastructure Has a Physical Weak Spot Nobody Talks About Enough - Copper Supply Shocks

Something interesting happened this week that barely crossed into mainstream AI discussion. A strong earthquake in Chile disrupted copper ore production and pushed copper prices higher again. Chile matters because it produces roughly 24% of the world’s copper supply, and a huge part of global AI infrastructure indirectly depends on that metal. That connection is becoming impossible to ignore. Everyone talks about GPUs, compute scaling, inference costs, and power demand. But very few people talk about the raw materials underneath the entire AI stack.