AI to Drive 30 Trillion Liters Water Demand Growth, Xylem Calls for Water Transition
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 14 2026
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Source: Newsfilter
- Surge in Water Demand: Research by Xylem and Global Water Intelligence indicates that by 2050, AI's value chain will drive a 129% increase in water demand, adding 30 trillion liters annually, primarily from power generation, semiconductor fabrication, and data center expansion.
- Need for Infrastructure Investment: Global AI spending is projected to approach $2 trillion by 2026, accelerating infrastructure build-out; however, the existing capacity to process 320 trillion liters of wastewater and the loss of 100 trillion liters annually through aging infrastructure could significantly offset water resource pressures if recovered through targeted investments.
- Call for Water Transition: The report emphasizes the need for a coordinated
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Analyst Views on XYL
Wall Street analysts forecast XYL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for XYL is 167.50 USD with a low forecast of 135.00 USD and a high forecast of 182.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
11 Buy
2 Hold
0 Sell
Strong Buy
Current: 135.520
Low
135.00
Averages
167.50
High
182.00
Current: 135.520
Low
135.00
Averages
167.50
High
182.00
About XYL
Xylem Inc. is a water technology company. The Company designs, manufactures and services engineered products and solutions across a range of critical applications, primarily in the water sector. The Company’s Water Infrastructure segment focuses on the transportation and treatment of water, offering a range of products including water, wastewater and storm water pumps, treatment equipment, and controls and systems. Its Applied Water segment's products include pumps, valves, heat exchangers, controls and dispensing equipment. Its Measurement & Control Solutions segment develops advanced technology solutions that enable intelligent use and conservation of critical water and energy resources as well as analytical instrumentation used in the testing of water. The Company’s Integrated Solutions & Services segment provides equipment systems for industrial needs, full-scale outsourcing of operations and maintenance and municipal services, including odor and corrosion control services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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AI to Drive 30 Trillion Liters Water Demand Growth, Xylem Calls for Water Transition
- Surge in Water Demand: Research by Xylem and Global Water Intelligence indicates that by 2050, AI's value chain will drive a 129% increase in water demand, adding 30 trillion liters annually, primarily from power generation, semiconductor fabrication, and data center expansion.
- Need for Infrastructure Investment: Global AI spending is projected to approach $2 trillion by 2026, accelerating infrastructure build-out; however, the existing capacity to process 320 trillion liters of wastewater and the loss of 100 trillion liters annually through aging infrastructure could significantly offset water resource pressures if recovered through targeted investments.
- Call for Water Transition: The report emphasizes the need for a coordinated
Continue Reading