Copper is emerging as a crucial element in the expansion of AI infrastructure, as the demand for electricity to power AI systems grows. The market has largely focused on GPUs, data centers, and nuclear power, but copper remains a key material underpinning these developments. Companies like Freeport-McMoRan, Southern Copper, and Teck Resources are positioned to benefit from copper's increasing strategic importance due to their significant exposure and production capabilities. The electrification and grid buildout necessary to support AI's power needs also rely heavily on copper. Firms such as Quanta Services and Eaton are integral to this expansion, providing essential infrastructure and power management solutions. Additionally, global supply control by major players like BHP Group and Rio Tinto highlights copper's long-term strategic value. As AI technology advances, the demand for copper is expected to rise, presenting opportunities for investors in both upstream production and downstream grid development. The question remains whether to focus on pricing power in copper production or visibility in grid expansion as AI's electricity demands continue to grow.