Who will benefit from the Electrification of the World?

The expected surge in electricity demand is opening a new global investment cycle. Power grids, energy generation, storage, cables, transformers, infrastructure for data centers, and equipment linked to electric mobility: many sectors could benefit from this long-term transformation. As technology giants invest heavily in the energy infrastructure needed for artificial intelligence, which companies and which technologies are best positioned to benefit from this trend?

Analysis by Alexandre Cornu, thematic equity manager at CPRAM.