The AI edge

Power up for AI

AI is dramatically changing trends in electricity demand, creating exciting opportunities for equity investors.

12 Sept 2025

5 minutes

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Sangeeth Sewnath
Deirdre Cooper
Miles Hamilton

AI is fuelling a surge in demand for electricity, presenting select companies in the clean-technology and energy transition sectors with a significant growth driver that is likely to persist for years. In this episode, Ninety One’s investment team explores where the opportunities are for equity investors.

Authored by

Sangeeth Sewnath
Managing Director, Americas
Deirdre Cooper
Portfolio Manager
Miles Hamilton
Portfolio Manager

The AI edge

In this series, Ninety One’s global investment teams uncover four underappreciated ways investors can position their portfolios for long-term, AI-driven growth - starting now.

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12 Sept 2025

The AI edge: investing beyond the headlines

In this series, Ninety One’s global investment teams uncover four underappreciated ways investors can position portfolios for long-term, AI-driven growth.

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