A.I. Doesn’t Just Run on Code. It Runs on Commodities
“İNFONEWS” xəbər verir ki, bu təhlil gənc iqtisadçı Nərgiz Məmmədovaya məxsusdur.
Məqalədə bildirilir ki, Süni İntellektin inkişafının mis, litium və enerji kimi kritik xammallara artan tələbat yaratdığını və bu tələbin tədarükü üstələməsi halında qlobal təchizat zəncirlərində davamlı inflyasiya riskini doğuracağını vurğulayır. Bu, Sİ inqilabının yalnız proqram təminatı deyil, həm də maddi resurslara əsaslanan iqtisadi təsirlərini göstərir.
A.I. Doesn’t Just Run on Code. It Runs on Commodities
By Nargiz Mammadova
The insightful analysis in “The hunt for copper to wire the AI boom” highlighted that current and planned copper production is forecasted to meet only about 70 per cent of anticipated demand by 2035, as data centers, grids and electrification projects consume ever‑greater quantities of the metal. This raises a structural challenge that policymakers and investors cannot afford to ignore. The article’s data on copper alone indicates that the physical underpinnings of the AI boom are materially commodity‑intensive, which is a macroeconomic signal.
The preeminent point is that if demand continues to outpace supply, as suggested by these production deficits, copper and other critical commodities will exert sustained upward pressure on input costs for a wide range of industries, from construction to renewable energy and high‑performance computing. This, in turn, will most likely result in a persistent cost inflation in core commodities tends which will later on ripple through global supply chains, and ultimately filter through to consumer prices.
This is how the world will enter a new inflationary era fueled not by cyclical demand shocks but by structural supply constraints in the raw materials on which the next generation of technology depends.
Thus, while AI is often celebrated as a software revolution, its insatiable demand for copper, lithium, and energy is creating commodity bottlenecks that could trigger a structurally driven inflation that policymakers need to be aware of.