Copper and cooling systems for phones: why metal will become scarce by 2040

Analysts warn: the world will soon face a severe shortage of copper. The reasons lie in the rapid development of technologies that will radically change the demand for this strategic metal. While investors monitor digital assets, real value is shifting to physical infrastructure and cooling systems, which will become critically important for all modern technologies.

Cooling Everywhere: From Servers to Mobile Devices

Cooling systems have become the secret weapon of the technological revolution. AI processors generate an incredible amount of heat, requiring increasingly efficient cooling systems. Data centers that support cloud computing and neural networks need copper not only for wiring but also for heat dissipation systems. The demand for cooling solutions for phones and portable devices is also sharply increasing — chips are becoming more powerful, and energy consumption is rising.

The Triumvirate of Demand: AI, Electric Vehicles, and Green Energy

The rapid growth of artificial intelligence and the expansion of data centers require an exponential increase in copper conductors. Simultaneously, the electric vehicle revolution is accelerating — each electric vehicle contains three times more copper than a conventional internal combustion engine car. This is complemented by the development of renewable energy: solar panels and wind turbines require copper wiring and components for transmitting and distributing electricity.

Infrastructure of the Future: Why Copper Will Become a Critical Resource

By 2040, the combination of all these factors will create a completely new level of copper shortage. While public attention is focused on digital asset charts, the investment potential is concentrated in traditional copper infrastructure — conductors, cables, and cooling systems, which are the nervous system of the future technological economy.