This AI infrastructure boom is a massive catalyst for the global silver market. According to industry reports, a single major data center buildout can lock up to 600,000 ounces of silver. This has driven the electrical and electronics sector to use roughly 14,000+ tonnes of silver annually, with semiconductor packaging accounting for about 18-22% of that total. With the silver market experiencing severe structural supply deficits, data center builders are increasingly competing with the solar and EV sectors for limited physical supply While silver is used in larger volumes for high-voltage power paths and cooling systems, gold is essential for the ultra-precise, micro-scale connections inside AI hardware. According to the World Gold Council, the global expansion of AI data centers and high-performance computing is driving a significant surge in electronics-related gold demand, pushing it to an estimated 300 to 320 tonnes annually.