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In this new video series, we aim to showcase some of the key research themes we are tackling here at EdenTree and highlight how our strategies are positioned to capture these pervasive secular themes.

EdenTree Global Snapshot

EdenTree EdenTree Investment Management
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EdenTree Global Snapshot

EdenTree


Investment Management

Episode 1 - Why are data centres so thirsty?

We are standing in the foothills of a new innovation cycle, and consequently, the speed at which our companies are developing and enhancing solutions to tackle the world’s most pressing sustainability challenges is advancing. In this new video series, we aim to showcase some of the key research themes we are tackling here at EdenTree and highlight how our strategies are positioned to capture these pervasive secular themes.

The world remains a buzz over artificial intelligence, but rapid advancement and adoption of the technology is poised to drive a significant increase in the water intensity of global data centres. This demand backdrop could redefine water consumption as we know it today.

In this episode, we will walk through the sector's pivotal role in the build out and future of AI, as well as dig into the potential investment opportunities and challenges.