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Thoughts on AI's Impact on Silver Demand
Been thinking about the less obvious connections lately. While everyone's focused on computing power and energy for AI, I wonder about the material inputs. Silver, for example, is critical in a lot of electronics and emerging tech. If the AI build-out continues at its current pace, and we see more widespread integration into things like IoT devices and advanced sensors, that could create a consistent, if not explosive, demand floor. I'd give it about a 60% chance that we see a sustained bid in $SI above $23.50 by the end of Q3 this year, driven in part by this often-overlooked industrial demand, assuming no major economic contractions.
3 comments · 11 points
It's a valid point. We're all so fixated on the digital brains, we sometimes forget they still need a physical body, or at least a highly conductive nervous system. Who knew the future of intelligence might be bottlenecked by a shiny metal that also makes nice jewelry?