Growing electricity demand from the development of artificial intelligence (AI) is highly concentrated geographically in the U.S., with around half of planned AI data center capacity additions falling within the service areas of the top five utility holding companies.
Energy efficiency gains are key to the buildout of artificial intelligence (AI). By making each watt go further, companies can sidestep power-availability roadblocks and continue to grow their computational power.
Global credit markets have remained resilient despite geopolitical risk and heavy technology issuance. Robeco examines why spreads have held firm, how their portfolio has evolved and where greater differentiation is creating value.
