AI, Data Centres and the Energy Transition: What Investors Need to Know
From UBS Global Research Pod Hub by UBS Global Research
January 2, 2026 · 16 min
About this episode
The episode discusses the role of data centres in AI and their impact on energy transition and investment strategies.
Paul Schneider speaks with Vicki Kalb, Global Head of ESG and Sustainability Research, about the critical role of data centres in powering AI. From power and water constraints to the accelerating energy transition and nuclear’s potential role, they explore what this means for markets and investor portfolios. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
People in this episode
Host: Paul Schneider
Guest: Vicki Kalb
Topics covered
- AI
- data centres
- energy transition
- investor insights
- sustainability
- market analysis
Keywords
- AI
- data centres
- energy transition
- investors
- sustainability
- nuclear energy
- market impact
Mentioned in this episode
Organizations: UBS, ESG, Sustainability Research, nuclear
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