Thursday 24 September · Globant offices, 251 Park Avenue · late morning
The week closes on the question that decides whether the rest of it matters: what
does it take for climate performance to move capital?
A GeSI white paper opens with the investment case for modernising AI infrastructure
in the United States — building the next generation of capacity without locking in the
emissions of the last one. The session then turns to what investors actually ask for:
which metrics survive due diligence, and where the gap sits between what
companies report and what capital allocators can use.
The harder problem is avoided emissions. A digital solution can cut emissions far
beyond its own footprint, but no formal accounting category captures that, so the
value goes unrecognised and the investment is not made. Closing that gap is the
mandate of the European Green Digital Coalition.
The track closes by looking forward, to COP31 and the UN Solutions Hub.