Resources

We carefully monitor carbon emissions associated with powering the cloud, especially as "electrification of everything" and artificial intelligence accelerate. The emissions of many cloud companies are growing despite their public pledges to reduce them. We seek to invest in those cloud companies that are Thick regarding preserving atmosphere, energy and water.

July 2, 2024

Google’s Emissions Shot Up 48% Over Five Years Due to AI

A new report shows that the artificial intelligence boom will test Silicon Valley’s climate commitments.

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We were stunned when John Nelson reported on this flooding disaster in Brazil, which he learned of at an academic conference. As we evaluate this further, we realize many other geographies are at risk for similar events – including the midwestern United States. This helps inform our investment research as we seek municipalities whose infrastructure is resiliently thick.

May 7, 2024

Brazil floods: Hundreds of Rio Grande do Sul towns under water

Heavy rains which caused widespread flooding in the southern Brazilian state of Rio Grande do Sul have left hundreds of towns under water.

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