If you were leading a sustainability function today, what would you do over the next 12 months?
Part 5/5 of David Carlin's series on sustainability teams' use of AI today
Published on
2026-08-18
by
investESG
investESG
What are the risks of AI, and what role should sustainability leaders play?
Part 4/5 of David Carlin's series on sustainability teams' use of AI today
Published on
2026-08-17
by
investESG
investESG
What are sustainability teams getting wrong about AI?
Part 3/5 of David Carlin's series on sustainability teams' use of AI today
Published on
2026-08-14
by
investESG
investESG
Where can AI have the biggest impact on a sustainability team?
Part 2/5 of David Carlin's series on sustainability teams' use of AI today
Published on
2026-08-13
by
investESG
investESG
How are sustainability teams actually using AI today?
Part 1/5 of David Carlin's series on sustainability teams' use of AI today
Published on
2026-08-12
by
investESG
investESG
AI runs on electricity. Fixed income finances it.
The biggest bottleneck is not processing power or data storage, but electricityArtificial intelligence (AI) is restructuring the global economy at a speed that few anticipated. AI is not purely a technology story, but also an energy story. The infrastructure required to support it, from data centres and power grids to storage and transmission networks, is driving a structural increase in electricity demand that will define energy investment for the next decade and beyond. After two decades of essentially flat demand, global electricity consumption is projected to rise by more than 40% over the next decade, driven by AI, digitalisation and new forms of industrial production. Supporting global AI workloads alone may require approximately USD 5.2 trillion in capital expenditure by 2030, much of it from the large technology companies, known as hyperscalers, that are already expanding their data centre networks rapidly.
Published on
2026-07-03
by
Amova Asset Management Europe Ltd.
Amova Asset Management Europe Ltd.
