Lettres d'investissement

• Digitalisation, cloud computing and the rise of artificial intelligence (AI) are fuelling an expansion of data centres around the world, with the US as the largest market.
• New AI-backed services from big tech companies, such as Microsoft, Meta and Alphabet (Google’s parent company), require increasing amounts of computing power, resulting in expanded data centre infrastructure and a growing environmental footprint.
• Sound governance and strong decision-making processes are necessary for big tech companies to reconcile their AI growth with environmental, social and governance (ESG) impacts.

CONFRONTING THE SCALE OF THE CHALLENGE

Advancements in technology over the past decade have given rise to large language models (LLMs) and artificial intelligence. With the commercial launch of products like ChatGPT, AI is becoming more widely available to more people around the world. AI applications are already being tested by companies to manage data and perform analytical and diagnostic tasks.

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