Silver demand, driven by artificial intelligence

In the U.S. and worldwide, more than 5,500 data centers are expanding at a rapid pace. This is a growth driver for the precious metal silver. It is the high electrical conductivity that makes the precious metal an essential component in cooling systems, circuit boards, and high-performance servers. Even though U.S. interest rate policy is currently putting downward pressure on the price of silver, demand for silver as a component in modern technologies will continue to rise. In the long term, the deficit in the silver market that has existed for years will lead to higher prices. A deficit of 60 to 73 million ounces of silver is expected this year.

Although demand from the solar industry is declining, the growing number of data centers will more than offset this. This is also the view of the majority of industry experts. Silver is needed in growing markets. In addition to data centers, electric mobility, 5G technology, and power grids are particularly driving demand. The flexible electronics sector (smartphones, robotics) will also continue to grow. RFID chips for contactless data transmission (e.g., hotel key cards, festival wristbands) as well as new applications and technologies will contribute further.

Then there is the sector of silver solid-state batteries, which could replace lithium-ion batteries in various areas, such as safety, weight, robotics, and longer ranges for electric cars. Investors are increasingly favoring silver because it carries no counterparty risk, is portable, and is recognized worldwide.

Vizsla Silver – https://www.commodity-tv.com/ondemand/companies/profil/vizsla-silver-corp/ – owns the Panuco gold-silver project in Mexico, which is set to begin production. It is a very large, undeveloped, high-grade primary silver resource. Production is scheduled to begin in the second half of 2027. Annual production is expected to reach 17.4 million ounces of silver equivalent. The feasibility study yielded very positive results.

Vizsla Royalties – https://www.commodity-tv.com/ondemand/companies/profil/vizsla-royalties-corp/ -, as a royalty company, offers proprietary diversification and holds two NSR royalties. One is a 2% interest in the Panuco property in Mexico. This is a primary, high-grade silver resource. The other is a 3.5% interest in the Silverstone concessions. Vizsla Royalties is being acquired by Elemental Royalty for approximately CAD 327 million. Vizsla shareholders will receive CAD 4.13 or, alternatively, 0.15 shares of Elemental Royalty, or a combination of both.

Current company information and press releases from Vizsla Silver (-  https://www.resource-capital.ch/de/unternehmen/vizsla-silver-corp/ -) and Vizsla Royalties (- https://www.resource-capital.ch/de/unternehmen/vizsla-royalties-corp/ -).

You can also find further information in our new Precious Metals Report at the following link: https://www.resource-capital.ch/de/reports/ansicht/edelmetall-report-2025-04/.

Sources: Vizsla Royalties, Vizsla Silver,

https://substack.com/search/Your%20Savings%20Are%20Collateral%E2%80%94Silver%20Isn%E2%80%99t?utm_source=global-search;

https://www.avronline.de/nachrichten/news-views-markets/silberpreis-2026-ki-rechenzentren-nachfrage-analyse/20639/;

https://silbersomali.de/potenzial-silber-neue-technologien/;

https://www.resource-capital.ch/de/reports/ansicht/edelmetall-report-2025-04/.

Pursuant to Section 85 of the German Securities Trading Act (WpHG) in conjunction with Article 20 of the Market Abuse Regulation (MAR) (EU) 2016/958, we hereby note that authors, employees, and affiliated companies of Swiss Resource Capital AG (SRC) may hold positions (long/short) in the issuers discussed. Compensation/Relationship: IR contracts/advertorials: Author’s own positions: none; SRC net position: less than 0.5%; Issuer’s stake ≥ 5% in SRC: no. Update Policy: No obligation to update. No guarantee regarding the German translation. Only the English version of this news release is authoritative.

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