Episode 03 - The Repricing of Compute: What Climate Risk Is Really Worth | Schneider Electric

Welcome to Triple Take, Quick Questions, Straight Answers: a Schneider Electric Research Institute video series bringing the latest energy research to life in minutes. In this episode, host Lina Perdomo speaks with Thomas Epelbaum, Senior Researcher at the Schneider Electric Research Institute, and Rémi Paccou, Director of Research at the Schneider Electric Research Institute, about how climate risk is priced into AI-era data center infrastructure — and what proactive adaptation is worth. Based on SERI's latest report, The Repricing of Compute, the conversation unpacks how a climate-adjusted valuation model applied across 8,572 facilities in 120 countries identifies $388 billion in unpriced climate exposure across the global data center installed base, why physical risk now outweighs carbon risk for AI-era infrastructure, and how proactive adaptation recovers 30% to 39% of that exposed asset value at a positive return on every action modeled. Dive deeper into the complete insights and data behind this episode: 👉 Visit: https://www.se.co/97357cdf About Triple Take Triple Take, Quick Questions, Straight Answers is a short-form expert video series from the Schneider Electric Research Institute. Each episode delivers fast, focused insights tied to a new research paper, analysis, or thought-leadership article, with a direct path to the full publication. --------------------------------------------------------------------------------------------------------------------------------------------------------- 🎯 DISCOVER JOB OPPORTUNITIES --------------------------------------------------------------------------------------------------------------------------------------------------------- ➡️ Job Opportunities: http://spr.ly/6002e51fp --------------------------------------------------------------------------------------------------------------------------------------------------------- 👋 GET TO KNOW US BETTER --------------------------------------------------------------------------------------------------------------------------------------------------------- ➡️ Global Website: http://spr.ly/6007e5GEv ➡️ Discover our Services: http://spr.ly/6009e5GOJ ➡️ Visit our Blog: http://spr.ly/6001e5GkB ➡️ Click here to subscribe to Schneider Electric: http://spr.ly/6005e5G9R --------------------------------------------------------------------------------------------------------------------------------------------------------- ⚡ GET IN TOUCH VIA SOCIAL MEDIA --------------------------------------------------------------------------------------------------------------------------------------------------------- ➡️ LinkedIn: http://spr.ly/6008e5GWy ➡️ Facebook: http://spr.ly/6001e5Gsz ➡️ X: http://spr.ly/6000e5GFM ➡️ Instagram: http://spr.ly/6009e5G7J