The silver market has just experienced a historic year. In 2025, silver was the best-performing asset, delivering a staggering 164% return , far outshining gold's 73%. 1 While prices are currently in a "healthy correction" phase after hitting record highs in late December, the fundamental story of the AI-driven supply crunch is stronger than ever. For decades, silver was the "forgotten" cousin of gold. But in 2026, the narrative has shifted. Silver isn't just a precious metal anymore—it has become the oxygen of the AI Revolution . The Secret Engine: Why AI Needs Silver You cannot build the future without silver. It is the most electrically and thermally conductive metal on Earth. The AI Chip Factor : High-performance GPUs and AI accelerators use silver-plated connectors to manage massive data loads. The Energy "Beast": AI data centers have seen a 5,200% increase in power capacity since 2000. AI data centers are scaling at an unprecede...
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