The company expects annual income from these two sectors to reach around €1 billion ($1.18 billion), nearly twice the €560 million recorded in 2025. The ambitious outlook reflects Veolia’s confidence that demand for energy, water, and waste management services tied to advanced computing infrastructure will continue to surge in the coming years.
A key driver behind this growth is the rapid global expansion of data centres, fuelled by the boom in artificial intelligence technologies. The widespread adoption of tools such as ChatGPT and other generative AI systems has significantly increased computing workloads, placing unprecedented pressure on electricity consumption, cooling systems, and water usage across digital facilities. This acceleration has, in turn, raised broader concerns about strain on power grids and long-term infrastructure capacity worldwide.
To capture this opportunity, Veolia plans to deploy its proprietary technologies and integrated service models across energy optimisation, water treatment, and hazardous waste management. These solutions are increasingly critical for both data centre operators and semiconductor manufacturers, industries that rely heavily on stable utilities and highly controlled production environments.
By deepening its footprint in these sectors, Veolia is effectively aligning its traditional environmental services business with the infrastructure backbone of the digital economy—an intersection expected to expand rapidly as AI adoption continues to scale globally.