{"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":"ai-potrzebuje-nie-tylko-chipow-ale-takze-wody","status":"publish","type":"post","link":"https:\/\/www.rotharia.com\/pl\/wealth-management\/multi-asset-allocation\/ai-needs-more-than-chips-it-also-needs-water\/","title":{"rendered":"Sztuczna inteligencja potrzebuje nie tylko chip\u00f3w, ale tak\u017ce wody."},"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>Temat inwestycyjny zwi\u0105zany ze sztuczn\u0105 inteligencj\u0105 mo\u017ce jeszcze bardziej pog\u0142\u0119bi\u0107 globalny niedob\u00f3r wody. Jak dot\u0105d rynki finansowe jednak praktycznie nie uwzgl\u0119dni\u0142y tego potencja\u0142u w wycenach. Ponad dwie trzecie powierzchni Ziemi pokrywa woda. Jednak tylko 2,5 procent tej wody to woda s\u0142odka, a jedynie niewielka jej cz\u0119\u015b\u0107 jest \u0142atwo dost\u0119pna w postaci jezior i rzek.<\/span><\/p><p><span>Woda jest ju\u017c zasobem deficytowym, zar\u00f3wno jako woda pitna, jak i do cel\u00f3w rolniczych. Dynamiczny rozw\u00f3j sztucznej inteligencji stanowi kolejne \u017ar\u00f3d\u0142o zapotrzebowania. Centra danych potrzebuj\u0105 wody do ch\u0142odzenia procesor\u00f3w.&nbsp;<\/span><\/p><p><span>Istnieje r\u00f3wnie\u017c efekt po\u015bredni. Centra danych zu\u017cywaj\u0105 ogromne ilo\u015bci energii elektrycznej, a do wytwarzania energii zu\u017cywa si\u0119 znaczne ilo\u015bci wody. Dla inwestor\u00f3w mo\u017ce to stwarza\u0107 nowe mo\u017cliwo\u015bci. Jak dot\u0105d jednak niedob\u00f3r wody prawie nie znajduje odzwierciedlenia w cenach akcji sp\u00f3\u0142ek dzia\u0142aj\u0105cych w sektorze wodnym. Indeks S&amp;P Global Water Index, obejmuj\u0105cy 100 sp\u00f3\u0142ek z tej bran\u017cy, odnotowa\u0142 w ci\u0105gu ostatniego roku nieznaczny spadek. Jego wyniki w uj\u0119ciu pi\u0119cioletnim s\u0105 jedynie nieznacznie dodatnie.<\/span><\/p><p><span>Jednym z powod\u00f3w jest sk\u0142ad indeksu. Fundusze wodne nie obejmuj\u0105 sp\u00f3\u0142ek technologicznych, kt\u00f3re w ostatnich latach w znacznym stopniu nap\u0119dza\u0142y wyniki ca\u0142ego rynku.<\/span><\/p><p><span>Sektor wodny jest w wi\u0119kszym stopniu skoncentrowany na bran\u017cach defensywnych, takich jak przedsi\u0119biorstwa u\u017cyteczno\u015bci publicznej, infrastruktura i firmy z bran\u017cy technologii przemys\u0142owych \u2013 twierdzi Simon Frank, doradca inwestycyjny w Pictet Asset Management.<\/span><\/p><p><span>Firmy te r\u00f3wnie\u017c czerpi\u0105 korzy\u015bci z d\u0142ugoterminowych czynnik\u00f3w nap\u0119dzaj\u0105cych wzrost strukturalny, ale w mniejszym stopniu reaguj\u0105 na kr\u00f3tkoterminowe trendy rynkowe, takie jak boom zwi\u0105zany ze sztuczn\u0105 inteligencj\u0105.<\/span><\/p><h2><span>Firmy technologiczne chc\u0105 ograniczy\u0107 zu\u017cycie wody<\/span><\/h2><p><span>Kolejnym powodem jest fakt, \u017ce zw\u0142aszcza przedsi\u0119biorstwa wodoci\u0105gowe odczu\u0142y skutki wzrostu globalnych st\u00f3p procentowych. Firmy te zazwyczaj maj\u0105 znaczne zad\u0142u\u017cenie, poniewa\u017c finansuj\u0105 infrastruktur\u0119 w d\u0142ugim horyzoncie czasowym. Gdy stopy procentowe rosn\u0105, wzrastaj\u0105 ich koszty finansowania, co wywiera presj\u0119 na ceny ich akcji.<\/span><\/p><p><span>Sam problem niedoboru wody jest jednak realny, o czym \u015bwiadcz\u0105 dzia\u0142ania du\u017cych firm technologicznych. Amazon zamierza osi\u0105gn\u0105\u0107 status \u201cwater positive\u201d do 2030 roku, zwracaj\u0105c spo\u0142eczno\u015bciom wi\u0119cej wody ni\u017c sam zu\u017cywa. Microsoft i Google wyznaczy\u0142y sobie podobne cele. Dla inwestor\u00f3w wi\u0119ksza szansa mo\u017ce zatem le\u017ce\u0107 w infrastrukturze wodnej niezb\u0119dnej do wsparcia wzrostu nap\u0119dzanego przez sztuczn\u0105 inteligencj\u0119.<\/span><\/p><p><span>Wraz z upowszechnianiem si\u0119 sztucznej inteligencji operatorzy odczuwaj\u0105 coraz wi\u0119ksz\u0105 presj\u0119, by ogranicza\u0107 zu\u017cycie wody i poprawia\u0107 wydajno\u015b\u0107. Po kilku latach stosunkowo s\u0142abych wynik\u00f3w rynkowych eksperci uznaj\u0105 obecnie, \u017ce znaczna cz\u0119\u015b\u0107 sektora wodnego jest wyceniana bardziej atrakcyjnie ni\u017c kilka lat temu.\u00a0Szczeg\u00f3lnie interesuj\u0105ce wydaj\u0105 si\u0119 sp\u00f3\u0142ki, kt\u00f3re mog\u0105 skorzysta\u0107 na d\u0142ugoterminowych inwestycjach w infrastruktur\u0119 wodn\u0105, popraw\u0119 jako\u015bci wody i zwi\u0119kszenie wydajno\u015bci. Inwestorzy preferuj\u0105cy szerokie zaanga\u017cowanie w ten temat mog\u0105 wybiera\u0107 spo\u015br\u00f3d licznych strategii aktywnych i pasywnych. Fundusz wodny Pictet jest jedn\u0105 z najwi\u0119kszych strategii aktywnie zarz\u0105dzanych, natomiast BNP Paribas i Robeco r\u00f3wnie\u017c oferuj\u0105 dedykowane produkty. Ich ostatnie <a href=\"https:\/\/www.rotharia.com\/pl\/kategoria\/kapital-prywatny\/plynnosc-rynku-prywatnego\/\">wydajno\u015b\u0107<\/a>, jednak pozosta\u0142 on na stosunkowo niskim poziomie, co odzwierciedla s\u0142abe wyniki ca\u0142ej bran\u017cy wodoci\u0105gowej.<\/span><\/p><br>","protected":false},"excerpt":{"rendered":"<p>Niedob\u00f3r wody nie stanowi podstawy inwestycji; podstawa inwestycji zaczyna si\u0119 tam, gdzie niedob\u00f3r wymusza wymierne wydatki na infrastruktur\u0119.<\/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\/pl\/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\/pl\/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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