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Key Takeaways  •  Urgent grid modernization needed: Decades-old infrastructure is under strain from AI, EVs and rising demand—risking a potential significant outage.  •  Capital expenditure cycle has kicked off: Utilities boosted their capital expenditures by 12.6% in 2024 – with an 8% increase projected for this year.  •  Investment opportunities span multiple industries: Our portfolios

Ambitious climate goals can help drive action, but they can’t always be met. What should companies do when their efforts fall short? In the past few decades, we’ve seen remarkable progress in the public acknowledgement of climate action as an important business imperative. As someone who’s been working in the sustainable business space since before

Above image: Google Partners for renewable energy with NextEra Energy Artificial intelligence (AI) may be software, but it is built from hardware: steel, copper, concrete, and energy. Every search query, AI-generated image or digital transaction routes through a data center, the brick-and-mortar to the cloud. These facilities, ranging from modest colocation sites to sprawling hyperscale