The more powerful AI becomes, why do gold, silver, and energy become increasingly important?

Many people are aware of one thing: if the future belongs to AI, then the most important assets should be tech companies.
But if we look further back in history, you'll find a very interesting pattern: with every technological revolution, the final price increases are often not driven by the technology itself, but by the resources supporting that technology.
This is not an emotional judgment but a comparison of history.
Recently, two international events have also been reminding the market of the same issue:
The United States arrested Venezuelan President Nicolás Maduro,
At the same time, the US and Israel's military strikes on Iran are also escalating.
These two events seem unrelated to AI, but from a global energy structure perspective, you'll see they both occur in the world's most critical energy regions.
1. Historical Comparison: Technological Revolutions Always Return to Energy
Looking back over the past 200 years of technological revolutions, a pattern emerges.
Steam Age: The real game-changer was not the steam engine itself but coal. Without coal, the steam engine cannot operate.
Automobile Age: The real driver was not automotive technology but oil.
Without oil, the automotive industry cannot expand.
Internet Age: Internet companies changed business structures, but the real foundation was:
Electricity, fiber optics, servers—technology has never existed independently of resources.
2. The Underlying of the AI Revolution Is Actually Electricity
AI may seem like a software revolution, but if we break down its structure, the real foundation is: computing power → data centers → electricity.
Training AI models requires enormous computational resources.
And the essence of computing power is: electricity consumption.
Many institutions predict that in the coming years, global data center electricity demand will continue to rise.
This means that the stronger AI becomes, the greater the pressure on the power grid.
3. Electricity Issues Will Ultimately Become Energy Issues
Where does electricity come from? Currently, the main global sources still include:
Natural gas, coal, nuclear power, renewable energy
In other words, AI expansion will fundamentally drive increased energy demand.
As energy demand increases, the market will start re-pricing energy assets.
This is also why many institutions have recently begun to refocus on:
Energy companies, power companies, resource firms
When global energy becomes a key variable, geopolitical tensions will also become more sensitive. For example, recent events:
The US arrested Venezuelan President Nicolás Maduro.
Venezuela has one of the largest oil reserves in the world.
Meanwhile, the US and Israel's military actions against Iran are also happening in one of the world's most critical energy regions.
As energy becomes more important, political conflicts and tensions around energy tend to become more frequent.
4. Increased Resource Demand Will Lead to Repricing of Metals
AI infrastructure not only requires electricity but also a large amount of metals.
For example: grid upgrades need copper
Electronic devices need silver
New energy equipment requires various metals
This is why many people are starting to revisit the silver structure.
Unlike gold, which mainly has monetary attributes, silver has both:
Precious metal and industrial metal properties.
In many historical cycles, when the precious metals cycle enters its late stage:
Silver often experiences greater volatility. This is a classic pattern in the precious metals cycle.
5. Why Does Gold Also Benefit?
Many ask: if technology is advancing, why does gold rise?
Because gold represents a different logic: the monetary system.
When the world enters periods of: technological revolution, energy competition, geopolitical conflicts,
these factors stack up, and many countries will increase their gold reserves.
This is also why central banks worldwide have been steadily increasing gold holdings in recent years.
In many cases, gold represents a stable anchor for the credit system.
6. A Long-Term Pattern in the Precious Metals Structure
From a historical perspective, precious metals cycles usually follow a sequence:
Gold starts first, followed by silver accelerating, with gold typically reflecting changes in the monetary environment first. Silver often begins to fluctuate more widely in the later stages of the cycle.
This is why many investors study:
Gold structure
Silver structure
The reasons behind the gold-silver ratio.
7. A Possible Future Structure
If AI continues to develop, a new combination might emerge:
Continued technological advancement
Rising energy demand
Expansion of power systems
Repricing of resource prices
In such a scenario, the market could simultaneously see:
Growth in the tech industry
Strengthening of energy assets
Increased allocation to precious metals
And as energy re-emerges as a core variable, geopolitical and global strategic games around energy may also become more frequent.
History has repeatedly proven one thing:
Technology can change the world, but it always requires resources to support it.
The steam age needed coal.
The automobile age needed oil.
The internet age needed electricity.
And in the AI era, many are beginning to realize a fundamental issue:
The end of computing power is still energy.