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AI is driving tailwinds for companies delivering decarbonising technologies across the areas of renewable energy, electrification and resource efficiency. The opportunity set is diverse. For example, Ninety One expect much more demand for a broad range of energy-efficiency solutions across semiconductors and electrical equipment.

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Powering the AI revolution: a superscale clean-tech opportunity? – Ninety One

Artificial intelligence (AI) is accelerating demand for clean and efficient energy. As a result, the growth opportunity across the clean-tech value chain is multiplying.

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