{"id":1370,"date":"2026-10-07T10:03:21","date_gmt":"2026-10-07T10:03:21","guid":{"rendered":"https:\/\/www.rotharia.com\/uncategorized\/ai-needs-more-than-chips-it-also-needs-water\/"},"modified":"2026-10-07T10:03:21","modified_gmt":"2026-10-07T10:03:21","slug":"ki-braucht-mehr-als-nur-chips-sie-braucht-auch-wasser","status":"publish","type":"post","link":"https:\/\/www.rotharia.com\/de\/wealth-management\/multi-asset-allocation\/ai-needs-more-than-chips-it-also-needs-water\/","title":{"rendered":"KI braucht mehr als nur Chips. Sie braucht auch Wasser."},"content":{"rendered":"<figure class=\"wp-block-image size-large\">\n<img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"800\" src=\"https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/10\/rotharia_image_20261007_27621d.jpg\" alt=\"\" class=\"wp-image-1369\" srcset=\"https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/10\/rotharia_image_20261007_27621d.jpg 1200w, https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/10\/rotharia_image_20261007_27621d-300x200.jpg 300w, https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/10\/rotharia_image_20261007_27621d-1024x683.jpg 1024w, https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/10\/rotharia_image_20261007_27621d-768x512.jpg 768w, https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/10\/rotharia_image_20261007_27621d-18x12.jpg 18w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/>\n\n<\/figure>\n\n\n<style>body.single-post .cm-featured-image { display: none !important; }<\/style>\n\n<br><p><span>Das Anlagethema \u201eK\u00fcnstliche Intelligenz\u201c k\u00f6nnte die weltweite Wasserknappheit weiter versch\u00e4rfen. Dennoch haben die Finanzm\u00e4rkte dieses Potenzial bislang kaum eingepreist. Mehr als zwei Drittel der Erdoberfl\u00e4che sind von Wasser bedeckt. Doch nur 2,5 Prozent davon sind S\u00fc\u00dfwasser, und nur ein kleiner Teil davon ist \u00fcber Seen und Fl\u00fcsse leicht zug\u00e4nglich.<\/span><\/p><p><span>Wasser ist bereits heute eine knappe Ressource f\u00fcr den Trinkwasserbedarf und die Landwirtschaft. Der Boom im Bereich der k\u00fcnstlichen Intelligenz sorgt f\u00fcr eine weitere Nachfragequelle. Rechenzentren ben\u00f6tigen Wasser zur K\u00fchlung ihrer Prozessoren.&nbsp;<\/span><\/p><p><span>Es gibt zudem einen indirekten Effekt. Rechenzentren verbrauchen enorme Mengen an Strom, und bei der Stromerzeugung werden erhebliche Mengen Wasser verbraucht. F\u00fcr Anleger k\u00f6nnte dies Chancen er\u00f6ffnen. Bislang spiegelt sich die Wasserknappheit jedoch kaum in den Aktienkursen der im Wassersektor t\u00e4tigen Unternehmen wider. Der S&amp;P Global Water Index, der 100 Unternehmen der Branche umfasst, hat sich im vergangenen Jahr leicht negativ entwickelt. Seine F\u00fcnfjahresperformance ist nur leicht positiv.<\/span><\/p><p><span>Ein Grund daf\u00fcr ist die Zusammensetzung des Index. Wasserfonds enthalten keine Technologieunternehmen, die in den letzten Jahren einen Gro\u00dfteil der Wertentwicklung des Gesamtmarktes vorangetrieben haben.<\/span><\/p><p><span>Der Wassersektor ist st\u00e4rker auf defensive Branchen wie Versorgungsunternehmen, Infrastruktur und Industrietechnologieunternehmen ausgerichtet, sagt Simon Frank, Anlageberater bei Pictet Asset Management.<\/span><\/p><p><span>Diese Unternehmen profitieren ebenfalls von langfristigen strukturellen Wachstumsfaktoren, reagieren jedoch weniger stark auf kurzfristige Markttrends wie den KI-Boom.<\/span><\/p><h2><span>Technologieunternehmen wollen ihren Wasserverbrauch senken<\/span><\/h2><p><span>Ein weiterer Grund ist, dass insbesondere Wasserversorgungsunternehmen unter den weltweit gestiegenen Zinsen gelitten haben. Diese Unternehmen sind in der Regel hoch verschuldet, da sie ihre Infrastruktur \u00fcber lange Zeitr\u00e4ume finanzieren. Wenn die Zinsen steigen, erh\u00f6hen sich ihre Finanzierungskosten, was Druck auf ihre Aktienkurse aus\u00fcbt.<\/span><\/p><p><span>Das Problem der Wasserknappheit an sich ist jedoch real, wie die Bem\u00fchungen gro\u00dfer Technologieunternehmen zeigen. Amazon strebt an, bis 2030 \u201cwasserpositiv\u201d zu werden und den Gemeinden mehr Wasser zur\u00fcckzugeben, als das Unternehmen verbraucht. Microsoft und Google haben sich \u00e4hnliche Ziele gesetzt. F\u00fcr Investoren k\u00f6nnte die gr\u00f6\u00dfere Chance daher in der Wasserinfrastruktur liegen, die zur Unterst\u00fctzung des KI-getriebenen Wachstums erforderlich ist.<\/span><\/p><p><span>Mit der zunehmenden Verbreitung k\u00fcnstlicher Intelligenz sehen sich die Betreiber einem wachsenden Druck ausgesetzt, den Wasserverbrauch zu senken und die Effizienz zu steigern. Nach mehreren Jahren relativ verhaltener Marktentwicklung sch\u00e4tzen Experten gro\u00dfe Teile des Wassersektors nun als attraktiver bewertet ein als noch vor einigen Jahren.\u00a0Unternehmen, die von langfristigen Investitionen in die Wasserinfrastruktur, die Wasserqualit\u00e4t und Effizienzsteigerungen profitieren k\u00f6nnten, erscheinen dabei besonders relevant. Anleger, die ein breites Engagement in diesem Themenbereich bevorzugen, k\u00f6nnen aus zahlreichen aktiven und passiven Strategien w\u00e4hlen. Der Wasserfonds von Pictet ist eine der gr\u00f6\u00dften aktiv verwalteten Strategien, w\u00e4hrend BNP Paribas und Robeco ebenfalls spezielle Produkte anbieten. Ihre j\u00fcngsten <a href=\"https:\/\/www.rotharia.com\/de\/kategorie\/privatkapital\/liquiditat-des-privaten-marktes\/\">Leistung<\/a>, \u2026 ist jedoch relativ bescheiden geblieben, was die verhaltene Entwicklung der Wasserwirtschaft insgesamt widerspiegelt.<\/span><\/p><br>","protected":false},"excerpt":{"rendered":"<p>Die Wasserknappheit ist nicht das Investitionsargument; das Investitionsargument setzt dort an, wo die Knappheit messbare Infrastrukturausgaben erforderlich macht.<\/p>","protected":false},"author":2,"featured_media":1369,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"colormag_page_container_layout":"default_layout","colormag_page_sidebar_layout":"default_layout","footnotes":""},"categories":[16],"tags":[],"class_list":["post-1370","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-multi-asset-allocation"],"magazineBlocksPostFeaturedMedia":{"thumbnail":"https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/10\/rotharia_image_20261007_27621d-150x150.jpg","medium":"https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/10\/rotharia_image_20261007_27621d-300x200.jpg","medium_large":"https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/10\/rotharia_image_20261007_27621d-768x512.jpg","large":"https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/10\/rotharia_image_20261007_27621d-1024x683.jpg","1536x1536":"https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/10\/rotharia_image_20261007_27621d.jpg","2048x2048":"https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/10\/rotharia_image_20261007_27621d.jpg","trp-custom-language-flag":"https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/10\/rotharia_image_20261007_27621d-18x12.jpg","colormag-highlighted-post":"https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/10\/rotharia_image_20261007_27621d-392x272.jpg","colormag-featured-post-medium":"https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/10\/rotharia_image_20261007_27621d-390x205.jpg","colormag-featured-post-small":"https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/10\/rotharia_image_20261007_27621d-130x90.jpg","colormag-featured-image":"https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/10\/rotharia_image_20261007_27621d-800x445.jpg","colormag-default-news":"https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/10\/rotharia_image_20261007_27621d-150x150.jpg","colormag-featured-image-large":"https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/10\/rotharia_image_20261007_27621d-1200x600.jpg"},"magazineBlocksPostAuthor":{"name":"William","avatar":"https:\/\/secure.gravatar.com\/avatar\/82207cc30d613dea4e5fc4ce5dad6b48bc98e8cde6e3910b0adcb2b12199eab1?s=96&d=mm&r=g"},"magazineBlocksPostCommentsNumber":false,"magazineBlocksPostExcerpt":"Water scarcity is not the investment thesis; the investment thesis begins where scarcity forces measurable infrastructure spending.","magazineBlocksPostCategories":["Multi-Asset Allocation"],"magazineBlocksPostViewCount":220,"magazineBlocksPostReadTime":3,"magazine_blocks_featured_image_url":{"full":["https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/10\/rotharia_image_20261007_27621d.jpg",1200,800,false],"medium":["https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/10\/rotharia_image_20261007_27621d-300x200.jpg",300,200,true],"thumbnail":["https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/10\/rotharia_image_20261007_27621d-150x150.jpg",150,150,true]},"magazine_blocks_author":{"display_name":"William","author_link":"https:\/\/www.rotharia.com\/de\/author\/william\/"},"magazine_blocks_comment":0,"magazine_blocks_author_image":"https:\/\/secure.gravatar.com\/avatar\/82207cc30d613dea4e5fc4ce5dad6b48bc98e8cde6e3910b0adcb2b12199eab1?s=96&d=mm&r=g","magazine_blocks_category":"<a href=\"https:\/\/www.rotharia.com\/de\/category\/wealth-management\/multi-asset-allocation\/\">Multi-Asset Allocation<\/a>","videoUrl":"","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>AI Needs More Than Chips. 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