But this isn’t just a short-term price move. It’s the early phase of what could become one of the most explosive Commodity Supercycles in modern history.
Phil Carr, Head of Trading at GSC Commodity Intelligence, believes this is the moment Silver bulls have been waiting for. “Silver has officially entered breakout mode,” he says. “The $50 level may arrive much sooner than the market expects – and this time, we may not stop there.”
The AI Boom Is Fueling a New Era of Silver Demand
Artificial intelligence is going parabolic – and Silver is one of the few materials critical to powering it. Every AI chip, sensor and data center is built on high-conductivity tech – and Silver is the most conductive metal on Earth.
As global AI infrastructure spending is projected to surpass $1.8 trillion by 2030, Silver demand is moving vertically. From cloud computing, high-speed processors to hyper-scale data centers, Silver usage is poised to skyrocket.
Trump’s $3 Trillion AI Deal Just Supercharged The Silver Narrative
In a landmark move, Donald Trump secured $3 trillion in investment commitments from Saudi Arabia, Qatar and the UAE to build AI infrastructure, which includes – data centers, chip fabrication plants and robotics hubs – all of which will soak up Silver at an industrial scale.
This wave of demand is coming online at the worst possible time – as the Silver market faces its fifth consecutive year of a structural supply deficit. To quote analysts at GSC Commodity Intelligence – “the supply side can’t keep up with demand – and that’s ultra-bullish for Silver prices.”
