Select Language

Search

Insights

No match found

Services

No match found

Industries

No match found

People

No match found

Insights

No match found

Services

No match found

People

No match found

Industries

No match found

IN Tune: The AI + Data Center Build Out: Sustainability Impacts, Second Order Beneficiaries

resource image
Research & Strategy Podcasts July 17, 2024
Research & Strategy Podcasts July 17, 2024
  •  Minute Read Clock/
  • ListenListen/ StopStop/
  • Text Bigger | Text Smaller Text

 

During this podcast Doug Morrow, ESG Analyst, takes the listening through how the AI/data center build out is contributing to a new era of electricity demand, on the back of which firms like Amazon (AMZN), Alphabet (GOOGL), Meta Platforms (META) and Microsoft (MSFT) are highly focused on responsible data center construction and operation. However he sees an emerging short-term trade-off between growing their AI business and hitting sustainability targets, particularly around Scope 3 emissions and water consumption. In addition, Doug discusses where he sees the second derivative opportunities from the AI/data center build out in clean power generation, grid stabilization, alternative cooling technologies, low-carbon building materials + IT equipment and data center engineering. Essentially he believes that companies that provide these products and services are positioned to benefit as the economy looks to meet the large power/water requirements of AI while also solving for lower emissions, water security and grid stability.

READ EQUITY RESEARCH REPORT


TRANSCRIPT

Subscribe to this free podcast and never miss an episode or visit the BMO Equity Research website for more great episodes of IN Tune. 

Podcast disclosure. 

Read more
Doug A. Morrow ESG Strategist

You might also be interested in