FTSE Russell: Gold Essential But AI, Green Transition Create Bigger Opportunities; $600B AI Spending by 2028

UK1000.92%
XAU-0.05%
XCU0.42%
XAG-0.08%
According to FTSE Russell, while gold remains an essential portfolio anchor amid geopolitical uncertainty and elevated central bank demand, commodity investors should increasingly focus on metals tied to artificial intelligence and the global energy transition. The firm's research highlights that the Middle East energy crisis has accelerated structural shifts toward renewable energy and electrification rather than boosting fossil fuel demand long-term. FTSE Russell estimates the five largest U.S. hyperscalers will spend more than $600 billion on AI infrastructure this year, with annual investment expected to exceed $900 billion by 2028. The firm identifies copper and silver as key beneficiaries of both the AI transition and green energy buildout, noting that environmental opportunity stocks have outperformed the broader global equity market by 8.5 percentage points year-to-date. Rising real interest rates remain a headwind for gold, but persistent geopolitical risk and continued central bank buying should keep bullion as a defensive allocation within diversified portfolios.
Disclaimer: The information on this page may come from third-party sources and is for reference only. It does not represent the views or opinions of Gate and does not constitute any financial, investment, or legal advice. Virtual asset trading involves high risk. Please do not rely solely on the information on this page when making decisions. For details, see the Disclaimer.
Comment
0/400
No comments