Post by Schneider Electric

How do you price climate risk in AI infrastructure when no valuation framework captures it? That is the question at the heart of our latest research at the Schneider Electric Research Institute. In this episode of Triple Take, Thomas Epelbaum and Rémi Paccou walk through what our model found across 8,572 data center facilities in 120 countries, and why the numbers surprised even the researchers behind them. Three findings worth knowing: $388 billion in global data center asset value carries unpriced climate exposure. That is 38% of the installed base, identified under modelled risk scenarios. Physical risk now outweighs carbon risk for AI-era infrastructure. Efficiency and renewables address less than 10% of the actual exposure. Proactive adaptation recovers 30% to 39% of that exposed value, with a positive return on every action modeled. Between 40% and 60% of 2035 global computing capacity will be built in the next five years. The design decisions made in that window lock in resilience or exposure through 2050. Watch the full episode and explore the report via the link in the comments.

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