Atul Suri flags AI data-centre infrastructure as the next big theme

Analyst Atul Suri said crude oil prices are falling quickly toward the $65–$70 a barrel range, easing energy-cost pressures. He said AI-driven expansion in data-centre infrastructure is materially lifting demand for industrial metals such as copper, zinc and aluminium. Suri said he is “very bullish” on those industrial metals, while arguing gold and silver are unlikely to see a large upside from current levels. He framed the view as a combination of lower energy costs and structural downstream demand.