Supply Chains Power AI Data Centre Expansion

The article argues that global commodity and logistics supply chains are the critical backbone powering hyperscale AI data centres, highlighting energy, metals, and transport dependencies. It cites OpenAI's Stargate consuming about 1.2 GW, Arizona's 8% electricity demand growth, and S&P Global's projection of up to a 10 million metric ton copper deficit by 2040. The piece warns that geopolitical disruptions to LNG and shipping can materially affect AI infrastructure reliability.