Core Insights - The carbon emissions from data centers are a growing concern for investors, presenting opportunities for companies in the green transition of data centers [1] - Globally, data centers account for approximately 2% to 5% of total carbon emissions, with significant growth rates predicted, leading investors to focus on the sources of these emissions [1] - About 60% of carbon emissions from data centers come from the power consumption of core equipment like servers and storage devices, while around 40% is attributed to cooling equipment [1] - Many domestic companies are actively positioning themselves in the areas of cooling equipment and more efficient servers and storage devices, integrating these efforts into their green technology strategies, which is a key focus for investors [1] - The global assets under management related to sustainable investments continue to rise, with funds tracking MSCI's sustainable and climate indices surpassing $1 trillion [1]
MSCI：数据中心绿色转型迫切 高效服务器及存储设备迎机遇
Zhong Zheng Wang·2026-01-28 13:25