# AI, Data Centres and the Energy Transition: What Investors Need to Know

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Text version: https://stenobird.com/podcast/ubs-global-research-pod-hub-6511142/ai-data-centres-and-the-energy-transition-what-investors-need-to-know.md
Podcast: [UBS Global Research Pod Hub](https://stenobird.com/podcast/ubs-global-research-pod-hub-6511142)
Published: 2026-01-02T14:02:00+00:00
Episode link: https://www.ubs.com/content/dam/assets/ib/global/podcast/research-podcasts/vicki-kalb-paul-schneider-podcast.mp3
Audio file: https://www.ubs.com/content/dam/assets/ib/global/podcast/research-podcasts/vicki-kalb-paul-schneider-podcast.mp3
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Duration seconds: 943

## Resource

Paul Schneider speaks with Vicki Kalb, Global Head of ESG and Sustainability Research, about the critical role of data centres in powering AI. From power and water constraints to the accelerating energy transition and nuclear’s potential role, they explore what this means for markets and investor portfolios. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).

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