{"id":103045,"date":"2026-03-27T00:13:19","date_gmt":"2026-03-26T23:13:19","guid":{"rendered":"https:\/\/www.infokuryr.cz\/n\/?p=103045"},"modified":"2026-03-26T12:44:33","modified_gmt":"2026-03-26T11:44:33","slug":"proc-je-ai-hrozbou-pro-klima-ale-zaroven-vyhodnym-obchodnim-artiklem","status":"publish","type":"post","link":"https:\/\/www.infokuryr.cz\/n\/2026\/03\/27\/proc-je-ai-hrozbou-pro-klima-ale-zaroven-vyhodnym-obchodnim-artiklem\/","title":{"rendered":"Pro\u010d je AI hrozbou pro klima, ale z\u00e1rove\u0148 v\u00fdhodn\u00fdm obchodn\u00edm artiklem?"},"content":{"rendered":"<div id=\"fb-root\"><\/div>\n<p>P\u0159em\u00fd\u0161leli jste n\u011bkdy nad t\u00edm, kolik energie spot\u0159ebuje jedna odpov\u011b\u010f od um\u011bl\u00e9 inteligence a kdo tuto nar\u016fstaj\u00edc\u00ed klimatickou z\u00e1t\u011b\u017e nakonec zaplat\u00ed? Zat\u00edmco se sv\u011bt fascinovan\u011b d\u00edv\u00e1 na schopnosti nov\u00fdch model\u016f, na pozad\u00ed prob\u00edh\u00e1 masivn\u00ed v\u00fdstavba datov\u00fdch center, kter\u00e1 vy\u017eaduje nep\u0159edstaviteln\u00e9 mno\u017estv\u00ed elekt\u0159iny a vody. Technologi\u010dt\u00ed giganti pl\u00e1nuj\u00ed do t\u00e9to infrastruktury investovat t\u00e9m\u011b\u0159 700 miliard USD, co\u017e v\u0161ak p\u0159in\u00e1\u0161\u00ed z\u00e1sadn\u00ed ot\u00e1zku: \u201eJak udr\u017eet z\u00e1vazky v oblasti ochrany klimatu p\u0159i takto extr\u00e9mn\u00edm r\u016fstu spot\u0159eby?\u201c<\/p>\n<h3><strong>Perspektiva energetiky<\/strong><\/h3>\n<p>Rychl\u00fd rozmach um\u011bl\u00e9 inteligence z\u00e1sadn\u011b m\u011bn\u00ed pravidla glob\u00e1ln\u00ed energetiky. Masivn\u00ed v\u00fdstavba AI infrastruktury toti\u017e vytv\u00e1\u0159\u00ed bezprecedentn\u00ed tlak na zdroje, \u010d\u00edm\u017e se p\u016fvodn\u00ed environment\u00e1ln\u00ed c\u00edle firem jako Google, Amazon \u010di Microsoft st\u00e1vaj\u00ed st\u00e1le obt\u00ed\u017en\u011bji dosa\u017eiteln\u00fdmi. Pro tyto \u201ehyperscalery\u201c u\u017e nejde jen o p\u0159echod na obnoviteln\u00e9 zdroje. Realita je takov\u00e1, \u017ee bez aktivn\u00edho odstra\u0148ov\u00e1n\u00ed uhl\u00edku z atmosf\u00e9ry je dosa\u017een\u00ed jejich z\u00e1vazk\u016f prakticky nemo\u017en\u00e9. Pr\u00e1v\u011b zde vznik\u00e1 nov\u00e1 a mimo\u0159\u00e1dn\u011b lukrativn\u00ed tr\u017en\u00ed p\u0159\u00edle\u017eitost, kter\u00e1 propojuje technologie s ekologi\u00ed.<\/p>\n<h3><strong>Exponenci\u00e1ln\u00ed r\u016fst<\/strong><\/h3>\n<p>Data o n\u00e1kupech takzvan\u00fdch permanentn\u00edch uhl\u00edkov\u00fdch kredit\u016f odhaluj\u00ed pozoruhodn\u00fd trend. Zat\u00edmco v roce 2022 se zobchodovalo pouze p\u0159ibli\u017en\u011b 14 200 t\u011bchto kredit\u016f, v roce 2024 to bylo ji\u017e 24,4 milionu. Podstatn\u011b rychlej\u0161\u00edm tempem, konkr\u00e9tn\u011b o 181 procent, vzrostla hodnota v roce 2025 na fantastick\u00fdch 68,4 milionu kredit\u016f. Ka\u017ed\u00fd takov\u00fd kredit v podstat\u011b p\u0159edstavuje jednu tunu CO\u2082, kter\u00e1 byla prokazateln\u011b odstran\u011bna z atmosf\u00e9ry. Tento prudk\u00fd r\u016fst popt\u00e1vky jasn\u011b odr\u00e1\u017e\u00ed, \u017ee uhl\u00edkov\u00e9 kompenzace se st\u00e1vaj\u00ed strategickou komoditou, jej\u00ed\u017e hodnota bude s rozvojem AI pravd\u011bpodobn\u011b d\u00e1le r\u016fst.<\/p>\n<h3><strong>Prvn\u00ed m\u00edsto<\/strong><\/h3>\n<p>V tomto nov\u00e9m segmentu se do pozice dominantn\u00edho hr\u00e1\u010de vyprofiloval Microsoft. Spole\u010dnost, kter\u00e1 chce b\u00fdt do roku 2030 \u201euhl\u00edkov\u011b negativn\u00ed\u201c, zvy\u0161uje sv\u00e9 investice do \u010di\u0161t\u011bn\u00ed ovzdu\u0161\u00ed rekordn\u00edm tempem. Jen mezi lety 2023 a 2024 vzrostly jejich n\u00e1kupy kredit\u016f o neuv\u011b\u0159iteln\u00fdch 337 procent. Microsoft se v\u0161ak neomezuje pouze na n\u00e1kupy \u2013 aktivn\u011b investuje do firem jako Sublime Systems nebo Stegra, kter\u00e9 vyv\u00edjej\u00ed n\u00edzkouhl\u00edkovou infrastrukturu. Z investi\u010dn\u00edho hlediska lze tuto situaci vn\u00edmat tak, \u017ee jeden z nejv\u011bt\u0161\u00edch technologick\u00fdch hr\u00e1\u010d\u016f sv\u011bta vsadil svou budoucnost na to, \u017ee \u010di\u0161t\u011bn\u00ed planety se stane ned\u00edlnou sou\u010d\u00e1st\u00ed digit\u00e1ln\u00edho byznysu.<\/p>\n<h3><strong>Konec \u00e9ry levn\u00fdch slib\u016f<\/strong><\/h3>\n<p>Obdob\u00ed, kdy byly uhl\u00edkov\u00e9 kredity kritizov\u00e1ny jako n\u00e1stroj pro \u201egreenwashing\u201c nebo levn\u00e9 maskov\u00e1n\u00ed emis\u00ed, se postupn\u011b ch\u00fdl\u00ed ke konci. Sm\u011b\u0159ujeme k technologi\u00edm, jako je Direct Air Capture (p\u0159\u00edm\u00e9 zachyt\u00e1v\u00e1n\u00ed ze vzduchu) nebo pokro\u010dil\u00e9 biologick\u00e9 metody ukl\u00e1d\u00e1n\u00ed uhl\u00edku do p\u016fdy a les\u016f. Tato \u0159e\u0161en\u00ed jsou dra\u017e\u0161\u00ed, ale nab\u00edzej\u00ed trval\u00fd v\u00fdsledek, kter\u00fd vy\u017eaduj\u00ed mezin\u00e1rodn\u00ed klimatick\u00e9 zpr\u00e1vy, IPCC. I kdy\u017e transparentnost trhu st\u00e1le nen\u00ed stoprocentn\u00ed, tlak na kvalitu a re\u00e1ln\u00fd p\u0159\u00ednos projekt\u016f neust\u00e1le roste, co\u017e z tohoto sektoru \u010din\u00ed st\u00e1le profesion\u00e1ln\u011bj\u0161\u00ed investi\u010dn\u00ed prost\u0159ed\u00ed.<\/p>\n<h3><strong>Sledujete ta spr\u00e1vn\u00e1 \u010d\u00edsla?<\/strong><\/h3>\n<p>Um\u011bl\u00e1 inteligence nen\u00ed jen revoluc\u00ed v tom, jak pracujeme, ale tak\u00e9 nejv\u011bt\u0161\u00edm motorem v historii trhu s odstra\u0148ov\u00e1n\u00edm uhl\u00edku. Sledujeme vznik nov\u00e9ho odv\u011btv\u00ed, kter\u00e9 bude muset r\u016fst stejn\u011b rychle jako v\u00fdkon samotn\u00fdch \u010dip\u016f. Sv\u011bt se m\u011bn\u00ed a s n\u00edm i podstata bezpe\u010dn\u00fdch a perspektivn\u00edch investic. Budete se jako investor i nad\u00e1le zam\u011b\u0159ovat pouze na r\u016fst akci\u00ed technologick\u00fdch firem, nebo za\u010dnete hledat p\u0159\u00edle\u017eitosti i v infrastruktu\u0159e, bez kter\u00e9 by tento r\u016fst nebyl mo\u017en\u00fd?<\/p>\n<h4><strong>Ol\u00edvia Lacenov\u00e1, analyti\u010dka <\/strong><a href=\"https:\/\/www.wonderinterest.com\/cs\/\"><strong>Wonderinterest Trading Ltd.<\/strong><\/a><\/h4>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>P\u0159em\u00fd\u0161leli jste n\u011bkdy nad t\u00edm, kolik energie spot\u0159ebuje jedna odpov\u011b\u010f od um\u011bl\u00e9 inteligence a kdo&#8230;<\/p>\n","protected":false},"author":2,"featured_media":102388,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[6],"tags":[3101,1042,873,350,331],"_links":{"self":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/103045"}],"collection":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/comments?post=103045"}],"version-history":[{"count":0,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/103045\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media\/102388"}],"wp:attachment":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media?parent=103045"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/categories?post=103045"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/tags?post=103045"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}