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Experts
September 21, 2026

DATA CENTERS - AI meets the physical world

AI investment at the largest hyperscalers could increase eightfold by 2028 . This surge is pulling attention toward physical infrastructure, and toward the environmental and social issues of building it out. Whether infrastructure can keep up with demand is only half the question. Data centers draw on energy, water, and land at a scale that carries real financial risks: grid connection delays, suspended projects, local moratoriums. For a responsible investor, analyzing these issues through a double-materiality lens is essential to support the build-out of sustainable AI infrastructure.



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DATA CENTERS - AI meets the physical world

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