Key Takeaways
- • Viktoras Kulionas, investment manager and senior environmental economist at Pictet Asset Management, assesses the real environmental impact of artificial intelligence, using a comparison with the footprint of protein production.
- • The piece frames AI's footprint through per-unit comparisons, such as the resources needed to produce 50 grams of protein from beef, rather than through aggregate headline figures.
- • Coverage is tagged to data centres, energy, big data and climate, placing the debate within institutional investors' climate and energy exposures.
Summary
The piece is tagged to data centres, energy, big data and climate, reflecting the energy demand of computing infrastructure as a central element of the discussion. The full text is available only to subscribers of Top1000funds.com, so the specific quantitative findings on AI's energy use and emissions are not available in the material reviewed here. The article was produced as part of the FIS Stanford 2025 series.
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