The Metal Inside Every AI Data Center Rack (And 3 ETFs to Watch)

4 Feb 2026 · 4 min · 2 chapters

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Podcast Episode Notes: The Metal Inside Every AI Data Center Rack (And 3 ETFs to Watch)

Podcast Overview Title: Earn Your Leisure Hosts: Rashad Bilal and Troy Millings Description: The Earn Your Leisure Podcast provides financial insights into the entertainment and sports industries while examining the back stories of entrepreneurs. The show combines business education with pop culture, offering a unique perspective on the world of business.

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Episode Details Episode Title: The Metal Inside Every AI Data Center Rack (And 3 ETFs to Watch) Description: This episode discusses the rising prices of gold and silver, the potential of copper, particularly in relation to AI data centers, and identifies three copper ETFs to monitor for investment opportunities.

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Key Discussions

Rising Precious Metals Prices

  • Gold and Silver Trends:
  • Gold prices have reached unprecedented highs, with discussions on it crossing above $5,000.
  • Silver is also on an upward trend, prompting investors to consider future price movements.

Introduction of Copper

  • Copper as a Contender:
  • Copper is presented as an emerging investment opportunity due to its importance in AI data centers.
  • The hosts discuss the essential role of copper in GPU racks and liquid cooling systems, emphasizing its significance in conductivity.

ETF Recommendations

  • Copper ETFs to Watch:
  • The hosts recommend three specific copper ETFs:
  • COPX: Global Copper Miners ETF - noted for a 125% price increase over 12 months.
  • COPP: Sprout Copper Miners ETF - also has exceeded a 100% increase.
  • CPER: United States Copper Index Fund - advised for investors looking into copper.

Market Insights

  • Market Predictions:
  • The discussion includes insights on when to invest in gold and the impact of governmental stability on gold prices.
  • The hosts emphasize the ongoing relevance of copper in the context of AI and technology developments.

Overall Themes

  • Investment Strategy:
  • The conversation focuses on the importance of following market trends and adapting investment strategies accordingly.
  • The hosts encourage listeners to consider copper as a critical metal in future technological developments.

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Key Takeaways

  • Investment Focus:
  • Investors should not only focus on traditional precious metals like gold and silver but also consider copper, particularly in relation to technological advancements and data center expansions.
  • Monitoring ETFs:
  • Keeping an eye on specific ETFs can provide insights into market trends and enhance investment opportunities in copper.
  • Market Awareness:
  • Understanding geopolitical stability and market shifts is crucial in making informed investment decisions.

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Conclusion This episode of Earn Your Leisure offers valuable insights into the evolving landscape of precious metals and emerging investment opportunities. With a focus on copper’s critical role in AI data centers and recommendations for specific ETFs, the hosts provide listeners with actionable intelligence for their investment strategies.

Written by AI. May contain mistakes. Listen to the episode to check what was said.

Chapters

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Exploring Copper's Role in AI Data Centers

2:26 to 6:12

Discussion on the importance of copper in AI data centers and investment insights.

“We were talking about this with Mike Novogratz.”

Copper ETFs to Watch

6:13 to 9:08

Recommendations for specific copper ETFs for potential investment.

“Yeah, there's something, there's a story there.”
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Transcript

Automatic transcript. May contain errors.

0:00This is an iHeart Podcast. Guaranteed Human Hey, I'm Jay Shetty, host of the On Purpose podcast On a recent episode, I sat down with Nick Jonas Singer, songwriter, actor, and global superstar The thing I would say to my younger self is Congratulations, you get to marry Priyanka Chopra Jonas And also, you know, your daughter is incredible That's beautiful, man Yeah, thank you That's so beautiful I can see that got you a little Yeah, for sure our daughter she came to the world under sort of very intense circumstances which i've not really talked about ever growing up on disney in front of million how did that shape your sense of self i went blank i hit a bad note then i couldn't kind of recover and i had built up this idea that music and being a musician was my whole identity i had to sort of relearn who i was if you took this thing away.

0:56Who am I? Listen to On Purpose with Jay Shetty on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. Run a business and not thinking about podcasting? Think again. More Americans listen to podcasts than ad-supported streaming music from Spotify and Pandora. And as the number one podcaster, iHeart's twice as large as the next two combined. Learn how podcasting can help your business. Call 844-844-iHeart. 1969, Malcolm and Martin are gone. America is in crisis. And at Morehouse College, the students make their move. These students, including a young Samuel L. Jackson, locked up the members of the Board of Trustees, including Martin Luther King Sr.

1:36It's the true story of protest and rebellion in Black American history that you'll never forget. I'm Hans Charles. I'm Menelik Lumumba. Listen to The A-Building on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. Black history lives in our stories, our culture, and the conversations we still having today. This Black History Month, the podcast I Didn't Know, Maybe You Didn't Either, digs into the moments, perspectives, and experiences that don't always make the textbook. Let me tell you about Garrett Morgan. Bruh had to pretend he didn't even exist just to sell his own invention.

2:12Listen to I Didn't Know, Maybe You Didn't Either from the Black Effect Podcast Network on the iHeartRadio app, Apple Podcasts, or simply wherever you get your podcasts.

2:26So gold and silver was up again today. Go back a little bit, boy. It was up again today. All-time high. First time ever gold over$5 ,000. Silver cross 100. Yeah. We were talking about this with Mike Novogratz. Last time we saw him, Mike Novogratz, if you don't know him, he's a billionaire. Remember his name. He's one of those ones.

2:55um gold just keeps going so now everybody's looking at what's next copper yeah copper platinum yeah it's you know what and again just being on the tour right if we looked and for a lot of people was the first time that they ever saw a gpu rack right and when we open that rack you looked inside i think i think we were standing next to each other yeah they're actually showing them the components of what goes in this rack who's making these racks who's doing the liquid cooling and inside of each rack what metal was in there copper and so copper shout out the rugs shout out the rug but copper is a metal if we're talking about expansion it's especially inside of data centers um especially inside of gpu racks whether it's google making them or nvidia or meta that component is inside there right because we're talking about conductivity copper is one of those metals that produces at a high level copper will play a part in that if you look at some of the etfs don't really like them individually in in terms of copper mining companies but if you look at the etfs there's a couple that have gone over 100 over the past 12 months yeah so copper is there and i mean if you look at the cost barrier right it's relatively cheap at this point um but there's a case for it right like there's a you can see the case you can see the build out you can see part of the ai story copper is part of it um so it's something that we definitely should watch keep on our watch list if somebody wants to buy gold should they should they wait for a pullback or should they just what should they do wait for pullback um if you tune in next week at the same time i will give you the exact price where to invest in god and gold futures next week on market monday is back to you trying to shot there you have it it's going to get the price to buy gold because if you think about it i mean you think it would it would have pullback drastic pullback if you know some level of government stability happens but that doesn't look like at least three years for at least three years yeah for at least at minimum and even then after that if you follow the money they're putting their money into a few candidates that could win next time around so as long as this continues you would think gold would continue to go up for sure it looks like it's going to continue I'm going to give 200 will be here too I'm going to give out some some copper ETFs to put on your watch list.

5:40First one is COPX. COPX is Global Copper Miners ETF. If you look at that chart, man, 125 % in 12 months is nothing to sneeze at. Second one is COPP, Sprout Copper Miners ETF. Another one, 100 plus percent over the past 12 months. And then CPER, United States Copper Index Fund. Put all three of those on your watch list. If you're looking to get into the copper space, obviously that AR story, it plays a role in it. And the United States, man, we, what we spent? One billion on real earth minerals? 1.6? Oh, okay. Yeah, there's something, there's a story there. Hey, I'm Jay Shetty, host of the On Purpose podcast.

6:26On a recent episode, I sat down with Nick Jonas, singer, songwriter, actor, and global superstar. The thing I would say to my younger self is congratulations. you get to marry Priyanka Chopra Jones. And also, you know, your daughter's incredible. That's beautiful, man. Yeah, thank you. That's so beautiful. I can see that got you a little... Yeah, for sure. Our daughter, she came to the world under sort of very intense circumstances, which I had not really talked about ever. Growing up on Disney in front of a million, how did that shape your sense of self? I went blank. I hit a bad note, then I couldn't kind of recover.

7:06And I built up this idea that music and being a musician was my whole identity. I had to sort of relearn who I was if you took this thing away. Who am I? Listen to On Purpose with Jay Shetty on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. Black history lives in our stories, our culture, and the conversations we still have in today. This Black History Month, the podcast I didn't know. Maybe You Didn't Either digs into the moments, perspectives, and experiences that don't always make the textbook. Let me tell you about Garrett Morgan. Bruh had to pretend he didn't even exist just to sell his own invention.

7:45Listen to I Didn't Know. Maybe You Didn't Either from the Black Effect Podcast Network on the iHeartRadio app, Apple Podcasts, or simply wherever you get your podcast.

7:591969. Malcolm and Martin are gone. America is in crisis. And at Morehouse College, the students make their move. These students, including a young Samuel L. Jackson, locked up the members of the Board of Trustees, including Martin Luther King Sr. It's the true story of protest and rebellion in Black American history that you'll never forget. I'm Hans Charles. I'm Menelik Lumumba. Listen to the A-Building on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. People who didn't do what John of God wanted them to do, they usually disappeared. John of God was once Brazil's most famous spiritual healer.

8:43But in this limited series podcast, we uncover the darker truth behind his global empire of faith and fear. From Exactly Right and Adonde Media, this is Two-Faced, John of God. Listen on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. This is an iHeart Podcast. Guaranteed human.

From the publisher

Gold and silver keep pushing to new highs, so the question becomes: what’s next? We break down why copper is a real contender, especially with the AI data center buildout, GPU racks, and cooling systems where conductivity matters. Then we drop 3 copper tickers to add to your watch list: COPX, COPP, and CPER. If you want to follow the money, this is where you start.

#Gold #Silver #Copper #ETFs #AI #Investing #MarketMondays #EarnYourLeisure

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