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 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- Directeur Général ESG Europe Why US AI-Linked Stocks Are Starting to Crack The risks embedded in US AI-linked equities are no longer theoretical. After years of euphoric pricing, markets are beginning to confront a hard truth: most […]
