The swift advancement of AI computing power infrastructure has spurred a significant uptick in demand for metals crucial for computing power, including copper, tungsten, tin, and tantalum. This trend has heightened the strain on the supply side of these essential resources. On August 6, global copper prices soared to an all-time high, a surge attributed to the Democratic Republic of Congo's policy prohibiting the export of copper concentrate. Concurrently, AI companies, both domestically and internationally, are persistently boosting their capital expenditures on AI infrastructure, thereby further escalating the demand for metals vital for computing power.