Carbon Credit Market1. Demand Megatrends FTSE Russell identifies two megatrends: AI and the energy transition. We quantify them as follows:
A. AI Infrastructure: The five hyperscalers (Amazon, Microsoft, Google, Meta, Apple) invested $320 billion in H1 2026, in line with an annual projection of $650 billion. Each 100 MW data center requires approximately 30,000 tons of…
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