Sustainable equities

Powering the AI revolution: a superscale clean-tech opportunity?

Artificial intelligence is accelerating demand for clean and efficient energy. As a result, the growth opportunity across the clean-tech value chain is multiplying.

Sep 16, 2024

12 minutes

Deirdre Cooper
Graeme Baker

The fast view

  • Artificial intelligence (AI) is accelerating demand for clean and efficient energy. As a result, the growth opportunity across the clean-tech value chain is multiplying.
  • AI is driving tailwinds for companies delivering decarbonising technologies across the areas of renewable energy, electrification and resource efficiency.
  • The opportunity set is diverse. For example, we expect much more demand for a broad range of energy-efficiency solutions across semiconductors and electrical equipment.

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Authored by

Deirdre Cooper
Graeme Baker

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