{"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":"lia-a-besoin-de-bien-plus-que-de-puces-elle-a-aussi-besoin-deau","status":"publish","type":"post","link":"https:\/\/www.rotharia.com\/fr\/wealth-management\/multi-asset-allocation\/ai-needs-more-than-chips-it-also-needs-water\/","title":{"rendered":"L'IA n'a pas seulement besoin de puces. Elle a aussi besoin d'eau."},"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>Le th\u00e8me d'investissement li\u00e9 \u00e0 l'intelligence artificielle pourrait aggraver encore davantage la p\u00e9nurie mondiale d'eau. Pourtant, les march\u00e9s financiers n'ont jusqu'\u00e0 pr\u00e9sent pratiquement pas pris en compte ce risque potentiel. Plus des deux tiers de la surface de la Terre sont recouverts d'eau. Mais seuls 2,5 % de cette eau sont de l'eau douce, et seule une petite partie de celle-ci est facilement accessible par le biais des lacs et des rivi\u00e8res.<\/span><\/p><p><span>L'eau est d\u00e9j\u00e0 une ressource rare pour la consommation et l'agriculture. L'essor de l'intelligence artificielle vient ajouter une nouvelle source de demande. Les centres de donn\u00e9es ont besoin d'eau pour refroidir leurs processeurs.&nbsp;<\/span><\/p><p><span>Il existe \u00e9galement un effet indirect. Les centres de donn\u00e9es consomment d\u2019\u00e9normes quantit\u00e9s d\u2019\u00e9lectricit\u00e9, et la production d\u2019\u00e9lectricit\u00e9 n\u00e9cessite d\u2019importants volumes d\u2019eau. Pour les investisseurs, cela pourrait cr\u00e9er des opportunit\u00e9s. Jusqu\u2019\u00e0 pr\u00e9sent, toutefois, la p\u00e9nurie d\u2019eau ne se refl\u00e8te gu\u00e8re dans les cours des actions des entreprises op\u00e9rant dans le secteur de l\u2019eau. L'indice S&amp;P Global Water, qui regroupe 100 entreprises du secteur, affiche une performance l\u00e9g\u00e8rement n\u00e9gative sur l'ann\u00e9e \u00e9coul\u00e9e. Sur cinq ans, sa performance n'est que mod\u00e9r\u00e9ment positive.<\/span><\/p><p><span>L'une des raisons tient \u00e0 la composition de l'indice. Les fonds ax\u00e9s sur le secteur de l'eau ne comprennent pas les entreprises technologiques qui ont largement contribu\u00e9 \u00e0 la performance globale du march\u00e9 ces derni\u00e8res ann\u00e9es.<\/span><\/p><p><span>\u00ab Le secteur de l'eau est davantage orient\u00e9 vers les secteurs d\u00e9fensifs, tels que les services publics, les infrastructures et les entreprises de technologie industrielle \u00bb, explique Simon Frank, conseiller en investissement chez Pictet Asset Management.<\/span><\/p><p><span>Ces entreprises b\u00e9n\u00e9ficient \u00e9galement de facteurs de croissance structurels \u00e0 long terme, mais elles r\u00e9agissent moins fortement aux tendances \u00e0 court terme du march\u00e9, telles que l'essor de l'intelligence artificielle.<\/span><\/p><h2><span>Les entreprises technologiques souhaitent r\u00e9duire leur consommation d'eau<\/span><\/h2><p><span>Une autre raison tient au fait que les services d'eau, en particulier, ont souffert de la hausse des taux d'int\u00e9r\u00eat mondiaux. Ces entreprises ont g\u00e9n\u00e9ralement un endettement important, car elles financent leurs infrastructures sur de longues p\u00e9riodes. Lorsque les taux d'int\u00e9r\u00eat augmentent, leurs co\u00fbts de financement s'alourdissent, ce qui exerce une pression \u00e0 la baisse sur le cours de leurs actions.<\/span><\/p><p><span>Le probl\u00e8me de la p\u00e9nurie d\u2019eau est toutefois bien r\u00e9el, comme en t\u00e9moignent les efforts d\u00e9ploy\u00e9s par les grandes entreprises technologiques. Amazon vise \u00e0 devenir \u201c positive en eau \u201d d\u2019ici 2030, c\u2019est-\u00e0-dire \u00e0 restituer aux communaut\u00e9s plus d\u2019eau qu\u2019elle n\u2019en consomme. Microsoft et Google se sont fix\u00e9 des objectifs similaires. Pour les investisseurs, l\u2019opportunit\u00e9 la plus importante pourrait donc r\u00e9sider dans les infrastructures hydrauliques n\u00e9cessaires pour soutenir la croissance tir\u00e9e par l\u2019IA.<\/span><\/p><p><span>\u00c0 mesure que l\u2019intelligence artificielle se g\u00e9n\u00e9ralise, les op\u00e9rateurs subissent une pression croissante pour r\u00e9duire leur consommation d\u2019eau et am\u00e9liorer leur efficacit\u00e9. Apr\u00e8s plusieurs ann\u00e9es de performances boursi\u00e8res relativement mod\u00e9r\u00e9es, les experts consid\u00e8rent d\u00e9sormais que de larges pans du secteur de l\u2019eau pr\u00e9sentent des valorisations plus attractives qu\u2019il y a quelques ann\u00e9es.\u00a0Les entreprises susceptibles de b\u00e9n\u00e9ficier d\u2019investissements \u00e0 long terme dans les infrastructures hydrauliques, la qualit\u00e9 de l\u2019eau et l\u2019am\u00e9lioration de l\u2019efficacit\u00e9 apparaissent particuli\u00e8rement int\u00e9ressantes. Les investisseurs qui pr\u00e9f\u00e8rent une exposition globale \u00e0 ce th\u00e8me peuvent choisir parmi de nombreuses strat\u00e9gies actives et passives. Le fonds \u00ab eau \u00bb de Pictet est l\u2019une des plus importantes strat\u00e9gies g\u00e9r\u00e9es activement, tandis que BNP Paribas et Robeco proposent \u00e9galement des produits d\u00e9di\u00e9s. Leur r\u00e9cente <a href=\"https:\/\/www.rotharia.com\/fr\/categorie\/capital-prive\/liquidite-du-marche-prive\/\">performance<\/a>, est toutefois rest\u00e9e relativement modeste, ce qui refl\u00e8te les r\u00e9sultats en demi-teinte du secteur de l'eau dans son ensemble.<\/span><\/p><br>","protected":false},"excerpt":{"rendered":"<p>La p\u00e9nurie d'eau ne constitue pas en soi un argument d'investissement ; celui-ci prend tout son sens lorsque cette p\u00e9nurie entra\u00eene des d\u00e9penses mesurables en mati\u00e8re d'infrastructures.<\/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\/fr\/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\/fr\/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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