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Templeton Emerging Markets sees AI power demand driving infrastructure investment opportunities

PUBT·11/10/2026 10:11:27
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Templeton Emerging Markets sees AI power demand driving infrastructure investment opportunities
  • AI-driven electricity demand is broadening investment opportunities beyond semiconductors into power generation, grid infrastructure and data-center cooling.
  • Global data-center electricity consumption could reach 945 terawatt-hours by 2030, up from around 415 TWh in 2024, International Energy Agency estimates show.
  • Data centers could consume 9% to 17% of US electricity by 2030, versus roughly 4% to 5% currently, EPRI estimates show.
  • Concentrated demand from large computing campuses could constrain grid capacity, increasing investment needs for generation and electricity delivery.
  • Elevated valuations and concerns over AI investment returns favor selective stock picking focused on fundamentals and sustainable earnings.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Templeton Emerging Markets Investment Trust plc published the original content used to generate this news brief on November 10, 2026, and is solely responsible for the information contained therein.