Q: Where will we get the energy needed to meet the growing AI datacenter demand, and which managers are identifying companies that will benefit?
A: The expanding demand for AI is placing increasing pressure on energy infrastructure, particularly in the areas of renewable energy, grid modernization, and battery storage. As data centers and AI research grow, the need for efficient, sustainable energy sources becomes paramount. Advisors should consider investments in companies that are leading the charge in energy transition themes, as well as those involved in the broader infrastructure buildout—from electricity transmission to retooling industrial processes. Diversifying into renewable energy-focused ETFs and infrastructure funds will help capture growth in this rapidly evolving space.
Some Strategies and Models to Consider:
- EQIS Energy
- Invesco Energy Fund
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