{"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":"la-ia-necesita-algo-mas-que-chips-tambien-necesita-agua","status":"publish","type":"post","link":"https:\/\/www.rotharia.com\/es\/wealth-management\/multi-asset-allocation\/ai-needs-more-than-chips-it-also-needs-water\/","title":{"rendered":"La IA necesita algo m\u00e1s que chips. Tambi\u00e9n necesita agua."},"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>El tema de inversi\u00f3n de la inteligencia artificial podr\u00eda agravar a\u00fan m\u00e1s la escasez mundial de agua. Sin embargo, hasta ahora los mercados financieros apenas han tenido en cuenta ese potencial. M\u00e1s de dos tercios de la superficie terrestre est\u00e1n cubiertos de agua. Pero solo el 2,5 % de ella es agua dulce, y solo una peque\u00f1a proporci\u00f3n de esa cantidad es f\u00e1cilmente accesible a trav\u00e9s de lagos y r\u00edos.<\/span><\/p><p><span>El agua ya es un recurso escaso tanto para el consumo como para la agricultura. El auge de la inteligencia artificial est\u00e1 generando una nueva fuente de demanda. Los centros de datos necesitan agua para refrigerar sus procesadores.&nbsp;<\/span><\/p><p><span>Tambi\u00e9n existe un efecto indirecto. Los centros de datos consumen enormes cantidades de electricidad, y en la generaci\u00f3n de energ\u00eda se utilizan vol\u00famenes significativos de agua. Para los inversores, esto podr\u00eda suponer una oportunidad. Sin embargo, hasta ahora, la escasez de agua apenas se refleja en las cotizaciones burs\u00e1tiles de las empresas que operan en el sector del agua. El \u00edndice S&amp;P Global Water, que incluye a 100 empresas del sector, ha registrado un rendimiento ligeramente negativo durante el \u00faltimo a\u00f1o. Su rendimiento a cinco a\u00f1os es solo modestamente positivo.<\/span><\/p><p><span>Una de las razones es la composici\u00f3n del \u00edndice. Los fondos del sector del agua no incluyen a las empresas tecnol\u00f3gicas que han impulsado en gran medida el rendimiento del mercado en general en los \u00faltimos a\u00f1os.<\/span><\/p><p><span>El sector del agua tiene una mayor ponderaci\u00f3n en sectores defensivos, como las empresas de servicios p\u00fablicos, las de infraestructuras y las de tecnolog\u00eda industrial, afirma Simon Frank, asesor de inversiones de Pictet Asset Management.<\/span><\/p><p><span>Estas empresas tambi\u00e9n se benefician de factores estructurales de crecimiento a largo plazo, pero reaccionan con menos intensidad ante las tendencias de mercado a corto plazo, como el auge de la inteligencia artificial.<\/span><\/p><h2><span>Las empresas tecnol\u00f3gicas quieren reducir el consumo de agua<\/span><\/h2><p><span>Otra raz\u00f3n es que las empresas de suministro de agua, en particular, se han visto afectadas por el aumento de los tipos de inter\u00e9s a nivel mundial. Estas empresas suelen tener una deuda considerable, ya que financian las infraestructuras a largo plazo. Cuando suben los tipos de inter\u00e9s, sus costes de financiaci\u00f3n aumentan, lo que ejerce presi\u00f3n sobre el precio de sus acciones.<\/span><\/p><p><span>Sin embargo, el problema de la escasez de agua es real, tal y como demuestran los esfuerzos de las grandes empresas tecnol\u00f3gicas. Amazon se ha fijado el objetivo de alcanzar un \u201cbalance h\u00eddrico positivo\u201d para 2030, devolviendo a las comunidades m\u00e1s agua de la que consume. Microsoft y Google se han fijado objetivos similares. Por lo tanto, para los inversores, la oportunidad m\u00e1s significativa podr\u00eda residir en las infraestructuras h\u00eddricas necesarias para respaldar el crecimiento impulsado por la inteligencia artificial.<\/span><\/p><p><span>A medida que la inteligencia artificial se generaliza, los operadores se enfrentan a una presi\u00f3n cada vez mayor para reducir el consumo de agua y mejorar la eficiencia. Tras varios a\u00f1os de un comportamiento relativamente moderado del mercado, los expertos consideran ahora que gran parte del sector del agua presenta una valoraci\u00f3n m\u00e1s atractiva que hace unos a\u00f1os.\u00a0Las empresas que podr\u00edan beneficiarse de la inversi\u00f3n a largo plazo en infraestructuras hidr\u00e1ulicas y en mejoras de la calidad y la eficiencia del agua parecen especialmente relevantes. Los inversores que prefieran una exposici\u00f3n amplia a este tema pueden elegir entre numerosas estrategias activas y pasivas. El fondo dedicado al agua de Pictet es una de las estrategias de gesti\u00f3n activa m\u00e1s importantes, mientras que BNP Paribas y Robeco tambi\u00e9n ofrecen productos espec\u00edficos. Su reciente <a href=\"https:\/\/www.rotharia.com\/es\/categoria\/capital-privado\/liquidez-del-mercado-privado\/\">rendimiento<\/a>, sin embargo, se ha mantenido relativamente modesto, lo que refleja los resultados moderados del sector del agua en general.<\/span><\/p><br>","protected":false},"excerpt":{"rendered":"<p>La escasez de agua no es el argumento de inversi\u00f3n; el argumento de inversi\u00f3n comienza cuando la escasez obliga a realizar un gasto cuantificable en infraestructuras.<\/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":219,"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\/es\/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\/es\/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. It Also Needs Water.<\/title>\n<meta name=\"description\" content=\"Water scarcity is not the investment thesis; the investment thesis begins where scarcity forces measurable infrastructure spending.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.rotharia.com\/es\/gestion-patrimonial\/asignacion-de-activos-multiples\/la-ia-necesita-algo-mas-que-chips-tambien-necesita-agua\/\" \/>\n<meta property=\"og:locale\" content=\"es_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"AI Needs More Than Chips. It Also Needs Water.\" \/>\n<meta property=\"og:description\" content=\"Water scarcity is not the investment thesis; the investment thesis begins where scarcity forces measurable infrastructure spending.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.rotharia.com\/es\/gestion-patrimonial\/asignacion-de-activos-multiples\/la-ia-necesita-algo-mas-que-chips-tambien-necesita-agua\/\" \/>\n<meta property=\"og:site_name\" content=\"Global Wealth, Family Offices &amp; Capital Intelligence Insight Platform\" \/>\n<meta property=\"article:published_time\" content=\"2026-10-07T10:03:21+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/10\/rotharia_image_20261007_27621d.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"800\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"William\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Escrito por\" \/>\n\t<meta name=\"twitter:data1\" content=\"William\" \/>\n\t<meta name=\"twitter:label2\" content=\"Tiempo de lectura\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutos\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.rotharia.com\\\/wealth-management\\\/multi-asset-allocation\\\/ai-needs-more-than-chips-it-also-needs-water\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.rotharia.com\\\/wealth-management\\\/multi-asset-allocation\\\/ai-needs-more-than-chips-it-also-needs-water\\\/\"},\"author\":{\"name\":\"William\",\"@id\":\"http:\\\/\\\/www.rotharia.com\\\/es\\\/#\\\/schema\\\/person\\\/e4b7694d8a0486d08742dd200c03c738\"},\"headline\":\"AI Needs More Than Chips. It Also Needs Water.\",\"datePublished\":\"2026-10-07T10:03:21+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.rotharia.com\\\/wealth-management\\\/multi-asset-allocation\\\/ai-needs-more-than-chips-it-also-needs-water\\\/\"},\"wordCount\":483,\"publisher\":{\"@id\":\"http:\\\/\\\/www.rotharia.com\\\/es\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.rotharia.com\\\/wealth-management\\\/multi-asset-allocation\\\/ai-needs-more-than-chips-it-also-needs-water\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.rotharia.com\\\/wp-content\\\/uploads\\\/2026\\\/10\\\/rotharia_image_20261007_27621d.jpg\",\"articleSection\":[\"Multi-Asset Allocation\"],\"inLanguage\":\"es\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.rotharia.com\\\/wealth-management\\\/multi-asset-allocation\\\/ai-needs-more-than-chips-it-also-needs-water\\\/\",\"url\":\"https:\\\/\\\/www.rotharia.com\\\/wealth-management\\\/multi-asset-allocation\\\/ai-needs-more-than-chips-it-also-needs-water\\\/\",\"name\":\"AI Needs More Than Chips. It Also Needs Water.\",\"isPartOf\":{\"@id\":\"http:\\\/\\\/www.rotharia.com\\\/es\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.rotharia.com\\\/wealth-management\\\/multi-asset-allocation\\\/ai-needs-more-than-chips-it-also-needs-water\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.rotharia.com\\\/wealth-management\\\/multi-asset-allocation\\\/ai-needs-more-than-chips-it-also-needs-water\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.rotharia.com\\\/wp-content\\\/uploads\\\/2026\\\/10\\\/rotharia_image_20261007_27621d.jpg\",\"datePublished\":\"2026-10-07T10:03:21+00:00\",\"description\":\"Water scarcity is not the investment thesis; the investment thesis begins where scarcity forces measurable infrastructure spending.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.rotharia.com\\\/wealth-management\\\/multi-asset-allocation\\\/ai-needs-more-than-chips-it-also-needs-water\\\/#breadcrumb\"},\"inLanguage\":\"es\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.rotharia.com\\\/wealth-management\\\/multi-asset-allocation\\\/ai-needs-more-than-chips-it-also-needs-water\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"es\",\"@id\":\"https:\\\/\\\/www.rotharia.com\\\/wealth-management\\\/multi-asset-allocation\\\/ai-needs-more-than-chips-it-also-needs-water\\\/#primaryimage\",\"url\":\"https:\\\/\\\/www.rotharia.com\\\/wp-content\\\/uploads\\\/2026\\\/10\\\/rotharia_image_20261007_27621d.jpg\",\"contentUrl\":\"https:\\\/\\\/www.rotharia.com\\\/wp-content\\\/uploads\\\/2026\\\/10\\\/rotharia_image_20261007_27621d.jpg\",\"width\":1200,\"height\":800},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.rotharia.com\\\/wealth-management\\\/multi-asset-allocation\\\/ai-needs-more-than-chips-it-also-needs-water\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"http:\\\/\\\/www.rotharia.com\\\/es\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"AI Needs More Than Chips. It Also Needs Water.\"}]},{\"@type\":\"WebSite\",\"@id\":\"http:\\\/\\\/www.rotharia.com\\\/es\\\/#website\",\"url\":\"http:\\\/\\\/www.rotharia.com\\\/es\\\/\",\"name\":\"Global Wealth, Family Offices &amp; Capital Intelligence Insight Platform\",\"description\":\"Rotharia is a premier global platform dedicated to wealth management, family offices, private capital, and the technologies shaping how ultra-high-net-worth individuals preserve, grow, and govern wealth across generations.\",\"publisher\":{\"@id\":\"http:\\\/\\\/www.rotharia.com\\\/es\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"http:\\\/\\\/www.rotharia.com\\\/es\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"es\"},{\"@type\":\"Organization\",\"@id\":\"http:\\\/\\\/www.rotharia.com\\\/es\\\/#organization\",\"name\":\"Global Wealth, Family Offices &amp; Capital Intelligence Insight Platform\",\"url\":\"http:\\\/\\\/www.rotharia.com\\\/es\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"es\",\"@id\":\"http:\\\/\\\/www.rotharia.com\\\/es\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/www.rotharia.com\\\/wp-content\\\/uploads\\\/2026\\\/08\\\/Rotharia.png\",\"contentUrl\":\"https:\\\/\\\/www.rotharia.com\\\/wp-content\\\/uploads\\\/2026\\\/08\\\/Rotharia.png\",\"width\":217,\"height\":97,\"caption\":\"Global Wealth, Family Offices &amp; Capital Intelligence Insight Platform\"},\"image\":{\"@id\":\"http:\\\/\\\/www.rotharia.com\\\/es\\\/#\\\/schema\\\/logo\\\/image\\\/\"}},{\"@type\":\"Person\",\"@id\":\"http:\\\/\\\/www.rotharia.com\\\/es\\\/#\\\/schema\\\/person\\\/e4b7694d8a0486d08742dd200c03c738\",\"name\":\"William\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"es\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/82207cc30d613dea4e5fc4ce5dad6b48bc98e8cde6e3910b0adcb2b12199eab1?s=96&d=mm&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/82207cc30d613dea4e5fc4ce5dad6b48bc98e8cde6e3910b0adcb2b12199eab1?s=96&d=mm&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/82207cc30d613dea4e5fc4ce5dad6b48bc98e8cde6e3910b0adcb2b12199eab1?s=96&d=mm&r=g\",\"caption\":\"William\"},\"url\":\"https:\\\/\\\/www.rotharia.com\\\/es\\\/author\\\/william\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"La IA necesita algo m\u00e1s que chips. Tambi\u00e9n necesita agua.","description":"La escasez de agua no es el argumento de inversi\u00f3n; el argumento de inversi\u00f3n comienza cuando la escasez obliga a realizar un gasto cuantificable en infraestructuras.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.rotharia.com\/es\/gestion-patrimonial\/asignacion-de-activos-multiples\/la-ia-necesita-algo-mas-que-chips-tambien-necesita-agua\/","og_locale":"es_ES","og_type":"article","og_title":"AI Needs More Than Chips. It Also Needs Water.","og_description":"Water scarcity is not the investment thesis; the investment thesis begins where scarcity forces measurable infrastructure spending.","og_url":"https:\/\/www.rotharia.com\/es\/gestion-patrimonial\/asignacion-de-activos-multiples\/la-ia-necesita-algo-mas-que-chips-tambien-necesita-agua\/","og_site_name":"Global Wealth, Family Offices &amp; Capital Intelligence Insight Platform","article_published_time":"2026-10-07T10:03:21+00:00","og_image":[{"width":1200,"height":800,"url":"https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/10\/rotharia_image_20261007_27621d.jpg","type":"image\/jpeg"}],"author":"William","twitter_card":"summary_large_image","twitter_misc":{"Escrito por":"William","Tiempo de lectura":"2 minutos"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.rotharia.com\/wealth-management\/multi-asset-allocation\/ai-needs-more-than-chips-it-also-needs-water\/#article","isPartOf":{"@id":"https:\/\/www.rotharia.com\/wealth-management\/multi-asset-allocation\/ai-needs-more-than-chips-it-also-needs-water\/"},"author":{"name":"William","@id":"http:\/\/www.rotharia.com\/es\/#\/schema\/person\/e4b7694d8a0486d08742dd200c03c738"},"headline":"AI Needs More Than Chips. It Also Needs Water.","datePublished":"2026-10-07T10:03:21+00:00","mainEntityOfPage":{"@id":"https:\/\/www.rotharia.com\/wealth-management\/multi-asset-allocation\/ai-needs-more-than-chips-it-also-needs-water\/"},"wordCount":483,"publisher":{"@id":"http:\/\/www.rotharia.com\/es\/#organization"},"image":{"@id":"https:\/\/www.rotharia.com\/wealth-management\/multi-asset-allocation\/ai-needs-more-than-chips-it-also-needs-water\/#primaryimage"},"thumbnailUrl":"https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/10\/rotharia_image_20261007_27621d.jpg","articleSection":["Multi-Asset Allocation"],"inLanguage":"es"},{"@type":"WebPage","@id":"https:\/\/www.rotharia.com\/wealth-management\/multi-asset-allocation\/ai-needs-more-than-chips-it-also-needs-water\/","url":"https:\/\/www.rotharia.com\/wealth-management\/multi-asset-allocation\/ai-needs-more-than-chips-it-also-needs-water\/","name":"La IA necesita algo m\u00e1s que chips. Tambi\u00e9n necesita agua.","isPartOf":{"@id":"http:\/\/www.rotharia.com\/es\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.rotharia.com\/wealth-management\/multi-asset-allocation\/ai-needs-more-than-chips-it-also-needs-water\/#primaryimage"},"image":{"@id":"https:\/\/www.rotharia.com\/wealth-management\/multi-asset-allocation\/ai-needs-more-than-chips-it-also-needs-water\/#primaryimage"},"thumbnailUrl":"https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/10\/rotharia_image_20261007_27621d.jpg","datePublished":"2026-10-07T10:03:21+00:00","description":"La escasez de agua no es el argumento de inversi\u00f3n; el argumento de inversi\u00f3n comienza cuando la escasez obliga a realizar un gasto cuantificable en infraestructuras.","breadcrumb":{"@id":"https:\/\/www.rotharia.com\/wealth-management\/multi-asset-allocation\/ai-needs-more-than-chips-it-also-needs-water\/#breadcrumb"},"inLanguage":"es","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.rotharia.com\/wealth-management\/multi-asset-allocation\/ai-needs-more-than-chips-it-also-needs-water\/"]}]},{"@type":"ImageObject","inLanguage":"es","@id":"https:\/\/www.rotharia.com\/wealth-management\/multi-asset-allocation\/ai-needs-more-than-chips-it-also-needs-water\/#primaryimage","url":"https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/10\/rotharia_image_20261007_27621d.jpg","contentUrl":"https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/10\/rotharia_image_20261007_27621d.jpg","width":1200,"height":800},{"@type":"BreadcrumbList","@id":"https:\/\/www.rotharia.com\/wealth-management\/multi-asset-allocation\/ai-needs-more-than-chips-it-also-needs-water\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"http:\/\/www.rotharia.com\/es\/"},{"@type":"ListItem","position":2,"name":"AI Needs More Than Chips. It Also Needs Water."}]},{"@type":"WebSite","@id":"http:\/\/www.rotharia.com\/es\/#website","url":"http:\/\/www.rotharia.com\/es\/","name":"Plataforma Global Wealth, Family Offices &amp; Capital Intelligence Insight","description":"Rotharia es una plataforma mundial de primer orden dedicada a la gesti\u00f3n de patrimonios, las oficinas familiares, el capital privado y las tecnolog\u00edas que est\u00e1n configurando la forma en que los particulares con patrimonios muy elevados preservan, hacen crecer y gobiernan el patrimonio a lo largo de generaciones.","publisher":{"@id":"http:\/\/www.rotharia.com\/es\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"http:\/\/www.rotharia.com\/es\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"es"},{"@type":"Organization","@id":"http:\/\/www.rotharia.com\/es\/#organization","name":"Plataforma Global Wealth, Family Offices &amp; Capital Intelligence Insight","url":"http:\/\/www.rotharia.com\/es\/","logo":{"@type":"ImageObject","inLanguage":"es","@id":"http:\/\/www.rotharia.com\/es\/#\/schema\/logo\/image\/","url":"https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/08\/Rotharia.png","contentUrl":"https:\/\/www.rotharia.com\/wp-content\/uploads\/2026\/08\/Rotharia.png","width":217,"height":97,"caption":"Global Wealth, Family Offices &amp; Capital Intelligence Insight Platform"},"image":{"@id":"http:\/\/www.rotharia.com\/es\/#\/schema\/logo\/image\/"}},{"@type":"Person","@id":"http:\/\/www.rotharia.com\/es\/#\/schema\/person\/e4b7694d8a0486d08742dd200c03c738","name":"William","image":{"@type":"ImageObject","inLanguage":"es","@id":"https:\/\/secure.gravatar.com\/avatar\/82207cc30d613dea4e5fc4ce5dad6b48bc98e8cde6e3910b0adcb2b12199eab1?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/82207cc30d613dea4e5fc4ce5dad6b48bc98e8cde6e3910b0adcb2b12199eab1?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/82207cc30d613dea4e5fc4ce5dad6b48bc98e8cde6e3910b0adcb2b12199eab1?s=96&d=mm&r=g","caption":"William"},"url":"https:\/\/www.rotharia.com\/es\/author\/william\/"}]}},"_links":{"self":[{"href":"https:\/\/www.rotharia.com\/es\/wp-json\/wp\/v2\/posts\/1370","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.rotharia.com\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.rotharia.com\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.rotharia.com\/es\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.rotharia.com\/es\/wp-json\/wp\/v2\/comments?post=1370"}],"version-history":[{"count":0,"href":"https:\/\/www.rotharia.com\/es\/wp-json\/wp\/v2\/posts\/1370\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.rotharia.com\/es\/wp-json\/wp\/v2\/media\/1369"}],"wp:attachment":[{"href":"https:\/\/www.rotharia.com\/es\/wp-json\/wp\/v2\/media?parent=1370"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.rotharia.com\/es\/wp-json\/wp\/v2\/categories?post=1370"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.rotharia.com\/es\/wp-json\/wp\/v2\/tags?post=1370"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}