Accelerating investment in and adoption of artificial intelligence (AI) may boost economic productivity and inclusive wealth creation for decades to come.

At the same time, AI’s intensive computing operations have raised questions about potential strains on energy and water resources, risk of delays to data center development, and the tech sector’s ability to meet its ambitious decarbonization goals.

As the size and number of data centers run by the largest cloud service providers (known as hyperscalers) expands, their ability to scale compute capacity, manage costs, and protect their social contracts — including their right to operate — has come into sharper focus. The differences in hyperscalers’ ability to manage these issues could create fault lines that determine long-term outperformers and laggards.

Here, Wellington management outline their research aimed at identifying hyperscalers with responsible resource-stewardship practices. They also share examples of their engagements, which aim to help companies increase their financial and social value and create lasting competitive advantages.

Please note that this report is confidential to Affiliate members and the content may not be shared in the press.

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