AI is not just transforming tech — it’s reshaping the energy backbone that powers it. In this article published by Bloomberg Green, our CIO weighs in on why soaring electricity demand from AI data centers is fueling a surge in grid-infrastructure stocks.
“Grid infrastructure isn’t primarily an AI story; you could think of it as a chickens are finally coming home to roost story,” said Garvin Jabusch, chief investment officer at Green Alpha Advisors. The Nasdaq grid index has been on the rise for three consecutive years since 2023, though previous gains were more modest. As the AI boom put grid infrastructure in the spotlight, “the market is finally pricing in what should have been obvious for a long time,” Jabusch said.
Read more: Here
Green Alpha is a registered trademark of Green Alpha Advisors, LLC. Green Alpha Investments is a registered trade name of Green Alpha Advisors, LLC. Green Alpha also owns the trademarks to “Next Economy,” “Investing in the Next Economy,” “Investing for the Next Economy,” “Next Economy Portfolio Theory,” and “Next Economics.” Green Alpha Advisors, LLC is an investment advisor registered with the U.S. SEC Registration as an investment advisor does not imply any certain level of skill or training. Nothing in this post should be construed to be individual investment, tax, or other personalized financial advice. Please see additional important disclosures here: https://greenalphaadvisors.com/about-us/legal-disclaimers/