Portfolio Manager
• Product video
Why AI needs Smart Energy
AI may run on chips and software, but it depends on reliable power, resilient grids and energy-efficient infrastructure. In this video, Roman Boner and Michael Studer discuss how the AI boom is accelerating investment across renewables, power networks, energy storage and data centers. They also explore the broader electrification trend and the characteristics they look for in companies positioned to benefit from the shift to an increasingly electric future.
Authors
Co-Portfolio Manager
Top keywords
Why AI needs Smart Energy
What’s trending?
All the latest thematic investing trends just one newsletter subscription away.
Important information
This information is for informational purposes only and should not be construed as an offer to sell or an invitation to buy any securities or products, nor as investment advice or recommendation. The contents of this document have not been reviewed by the Monetary Authority of Singapore (“MAS”). Robeco Singapore Private Limited holds a capital markets services license for fund management issued by the MAS and is subject to certain clientele restrictions under such license. An investment will involve a high degree of risk, and you should consider carefully whether an investment is suitable for you.
