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Google announced plans to develop AI data centers in space, called Project Suncatcher, with prototypes set for 2027. However, significant economic shifts are happening on Earth, as demand for raw materials such as aluminum, copper, and rare earth elements surges, reflecting a projected $11.3 trillion global realignment in the AI sector.
Data center investment is expected to reach $6.7 trillion over the next five years, with $5.2 trillion allocated for AI-specific infrastructure. As companies like Google, Amazon, and Microsoft invest heavily, demand for aluminum will increase from 104 million tons in 2024 to an estimated 120 million by 2030, driving up aluminum prices by approximately 10% year-to-date.
The focus is shifting toward foundational suppliers of raw materials rather than software companies, as the AI buildout progresses. Investors are advised to pay attention to small U.S. companies directly connected to AI infrastructure and energy supplies, especially as the effects of this transition are expected to accelerate dramatically starting January 2.
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