Investment

Powering AI: An opportunity for investors?

BY   |  THURSDAY, 9 JAN 2025    2:10PM

Power availability is the biggest challenge for artificial intelligence (AI) growth. The power demands of AI, combined with the impacts of reindustrialisation, electric vehicles (EVs), and the transition to renewable energy, sees the technology represent a significant investment opportunity across the entire value chain, including data centre and grid infrastructure.

However, it is important to consider potential risks, particularly the physical limitations on AI's growth, where its insatiable thirst for energy will come from, and how its associated emissions may fuel new climate concerns.