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Panel: Is the market missing mining’s AI trade? (As part of a series with partnership with Mining Indaba)
AI is driving unprecedented investment in data centres, power networks and advanced computing but the mining materials needed to build and power that infrastructure receive far less attention. Examining whether markets are adequately valuing the commodities that enable the AI economy, where investors may be underweight, and whether the AI growth story can bring new capital into mining.
The discussion will continue at 121 Cape Town, where the focus shifts from demand to the companies, projects and jurisdictions best positioned to benefit, before concluding at Mining Indaba 2027.
Tuesday 24 November 10:15 - 11:15 Convene 133 Houndsditch
AI is driving unprecedented investment in data centres, power networks and advanced computing but the mining materials needed to build and power that infrastructure receive far less attention. Examining whether markets are adequately valuing the commodities that enable the AI economy, where investors may be underweight, and whether the AI growth story can bring new capital into mining.
The discussion will continue at 121 Cape Town, where the focus shifts from demand to the companies, projects and jurisdictions best positioned to benefit, before concluding at Mining Indaba 2027.
