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Kelly KIRSCH

13
Mar
Illustration showing the strategic AI divide between the European Union and the United States, highlighting AI governance, data centers, infrastructure, and digital policy differences.
ESGAI Insights
AI’s Paths Forward : Why the EU and U.S. Are Taking Opposite directions on AI—and What It Means for Infrastructure, Energy, and Markets

By Kelly KIRSCH-Directeur Général ESG Europe Paris, 13 March 2026 How Infrastructure, Energy, and Financial Risks Are Shaping the Future of AI Policy Artificial intelligence is no longer simply a technological breakthrough. It has rapidly evolved into a new layer […]

by Kelly Kirsch

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13
Mar
Rome 2026
ESGAI Insights
🌍 ESG Weekly Brief | Power, Policy, and Capital in Transition

How energy security, AI infrastructure, green finance, and sustainability reporting are reshaping the next economic cycle by Kelly KIRSCH-Directeur Général ESG Europe An ESG & Sustainable Finance Newsletter powered by ESG.AI This week’s edition sits at the intersection of public […]

by Kelly Kirsch

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09
Mar
Illustration comparing U.S. and European AI models, highlighting the debate over whether U.S. AI companies can survive without government contracts and the rise of Europe’s open AI ecosystem.
ESGAI Insights
Can U.S. AI Companies Survive Without Government Contracts—and Could the European Model Prove More Viable in the Long Term?

By Kelly KIRSCH-Directeur General ESG Europe Artificial intelligence is no longer simply a race to build the most powerful models. It has evolved into something much larger: a contest over economic architecture, national security, and technological sovereignty. As AI systems […]

by Kelly Kirsch

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06
Mar
ESGAI Insights
🌍 ESG Weekly Brief — Power, Policy, and the New Infrastructure Economy

by Kelly KIRSCH An ESG & Sustainable Finance Newsletter powered by ESG.AI This week’s edition sits at the intersection of capital allocation, energy access, strategic technology, and industrial policy. The common thread is clear: sustainability is no longer being shaped […]

by Kelly Kirsch

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27
Feb
Illustration of AI data centres in France and Nordic countries showing nuclear, wind and hydro power supporting sustainable AI infrastructure in Europe.
ESGAI Insights
The Ideal Locations for AI Data Centres — and Why France and the Nordics Are Leading

By Kelly KIRSCH -Directeur Général ESG Europe AI data centres are no longer “just” real estate projects. They are strategic infrastructure—as important to national competitiveness as ports, rail, and power plants. The ideal location is therefore a balancing act between […]

by Kelly Kirsch

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27
Feb
Notre Dame de Paris 2026
ESGAI Insights
🌍 ESG Weekly Brief — AI Infrastructure, ESG Governance Realignment & a Fragmenting Global Order

by Kelly KIRSCH An ESG & Sustainable Finance Newsletter powered by ESG.AI This week underscores a defining shift in global sustainability: ESG is not retreating — it is reorganising. Europe is recalibrating its regulatory architecture under competitive and geopolitical pressure. […]

by Kelly Kirsch

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23
Feb
Concept image of the social cost of unregulated AI, showing white-collar job disruption, automation, and economic inequality caused by artificial intelligence adoption.
ESGAI Insights
The Social Cost of Unregulated AI

by Kelly KIRSCH-Directeur Général ESG Europe Artificial intelligence is no longer a distant laboratory experiment. It is now embedded in legal drafting, financial modeling, marketing automation, coding, research, and even scientific discovery. With advanced systems integrating directly into workplace tools, […]

by Kelly Kirsch

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13
Feb
The global AI landscape is splitting between open-weight European models and capital-intensive proprietary U.S. systems — shaping the future of technological sovereignty and economic power.
ESGAI Insights
The New AI Power Map: Open vs. Closed Models and the Europe–US Strategic Divide

By Kelly KIRSCH Artificial intelligence is no longer simply a race to build the most powerful model. It has evolved into something far larger: a contest over economic architecture, political sovereignty, and long-term global influence. The emergence of France’s Mistral […]

by Kelly Kirsch

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12
Feb
Illustration of AI data centers connected to power grids showing rising electricity demand from artificial intelligence infrastructure and the strain on energy systems.
ESGAI Insights
Can Energy Systems Keep Up with AI Data Center Demand?

By Kelly KIRSCH- Directeur Général ESG Europe The scale and speed of AI-driven electricity demand is beginning to outpace the physical limits of power systems. By 2035, Deloitte estimates that electricity demand from AI data centers in the United States […]

by Kelly Kirsch

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12
Feb
Grand Palais Paris 2026
ESGAI Insights
🌍 ESG Weekly Brief Climate Law Hardens, AI Architecture Splits, and Capital Rewrites the Transition Playbook

By Kelly KIRSCH Climate Law Hardens, AI Architecture Splits, and Capital Rewrites the Transition Playbook An ESG & Sustainable Finance Newsletter powered by ESG.AI This week’s developments reflect something deeper than policy updates or capital flows. They reveal a structural […]

by Kelly Kirsch

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