The risks of the AI-energy supply chain overlap
· Source: latitudemedia.com
In short
The infrastructure buildout for artificial intelligence and the energy sector are increasingly competing for the same critical resources, creating potential bottlenecks for scaling both industries. Critical minerals like copper are at the center of this overlap, with the IEA predicting a 30% gap between projected copper supply and demand by 2035. Both sectors also face competition for skilled workers, with data centers likely to outcompete energy projects for resources in the short term.
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In the issue of week 46, 2025: AI Scales Up: Autonomous Supply Chains Drive 35% Productivity Gains
Tags: supply chain, critical minerals, copper, infrastructure, bottlenecks, competition