The Next Tech Boom May Run on Quantum. The Supply Chain Still Starts in the Ground.
The quantum headlines this week reminded me of the early AI run.
First everyone chased GPUs and cloud names.
A year later the conversation changed completely because data centers suddenly needed:
• more power
• more cooling
• more substations
• more transformers
• more copper
Now quantum stocks are ripping after reports that the US government may put around $2B into the sector through grants and direct investments.
People see software and computing.
Then you look at actual quantum hardware photos and it is cables, cooling systems, metal shielding, connectors and electrical infrastructure everywhere.
These machines look expensive to build and even more expensive to scale.
That is probably why miners like Rio Tinto and Hudbay keep showing up in these broader infrastructure conversations. Copper demand keeps getting pulled into more industries at the same time:
• AI
• data centers
• robotics
• EVs
• grid upgrades
• now maybe quantum too
I ended up digging deeper into a few smaller copper names after reading the article.
One was:
CSE: NRED
OTCQB: NREDF
NovaRed is still very early. No resource yet. No production. But the Wilmac project in BC is pretty large:
• about 16k hectares
• around 160 sq km
• roughly 30k football fields
It also sits around 10 km west of Copper Mountain in the Quesnel belt.
Recent North Lamont sampling showed:
• 43 soil samples
• highs up to 379 ppm copper
• a western cluster averaging around 209 ppm copper
Company said more IP/AMT work is coming next.
Also watching a couple similar exploration names lately:
• Kodiak Copper
• Orr Metals
Feels like every tech cycle eventually runs into the same issue:
the physical buildout still depends on metals coming out of the ground.
NFA