Electrification is the economy moving more work onto electrons: generating them (photovoltaic), converting and controlling them (inverters, chargers, motor drives), distributing them safely (switchgear, relays, connectors), and consuming them at higher power density (EV drivetrains and AI compute). Silver is critical for the electrification requirements of this AI infra buildout as it shows up at the friction points of electron flow: metallization, contacts, and high-reliability interconnect. Silver is also a precious metal like gold (anti-fiat narrative), but with commercial value for the AI infra and solar buildout, and much rarer than copper.
Jude Christensen 
Leave a comment