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AI's Thirst: The Water Scarcity Trade

Cover Image for AI's Thirst: The Water Scarcity Trade
Capitality Research
Capitality Research

Originally sent to subscribers on 2/2/2026. Full article will be public on 2/9/2026.

The AI revolution is powered by data centres that consume millions of gallons of water daily, creating a hidden crisis in drought-prone regions. This overlooked physical constraint represents a fundamental mispricing of risk and a new frontier for scarcity-focused investors.

This article is currently subscriber-only. It will be available publicly on 2/9/2026.

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AI's Thirst: The Water Scarcity Trade | Capitality