Earn Your Leisure The Metal Inside Every AI Data Center Rack (And 3 ETFs to Watch)
Feb 4, 2026
Discussion centers on copper’s growing importance in AI data center hardware and cooling because conductivity matters. The conversation highlights copper as an affordable, visible play in AI infrastructure buildouts. Three copper ETFs to watch are mentioned for investors tracking the trend.
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Seeing Copper Inside A GPU Rack
- Rashad describes touring a GPU rack and seeing copper inside the components and liquid cooling systems firsthand.
- That firsthand view convinced him copper plays a practical role in AI data centers beyond theoretical demand.
Copper Is Embedded In AI Infrastructure
- Copper is a core metal inside AI data center GPU racks because of its conductivity and use in liquid cooling systems.
- The AI buildout creates visible demand for copper across major players like Google, Nvidia, and Meta.
Copper's Price Point And Visible Demand
- Copper remains relatively inexpensive now but has a clear bullish case from visible AI-related buildout demand.
- Watching copper makes sense because you can see the physical build and cost dynamics driving future demand.