Will AI+ESG have the potential to rise in the future? Bank of America has highlighted these companies as worthy of attention!

As AI infiltrates various industries at an astonishing speed, its impact is all-encompassing, encompassing areas from Medical, Education to Transportation.

According to the latest Research Reports from Bank of America, although global data centers' power consumption is expected to surge to 1,300 TWh in the next decade, doubling carbon emissions compared to 2024, AI has immense potential for reduction. Scaled applications could cut global carbon dioxide emissions by 1,500 Mt, five times the expected emissions from data centers.

AI has also achieved breakthroughs in areas such as Medical, Education, and Agriculture. Bank of America estimates that by 2026, AI could save the American healthcare system up to 150 billion dollars annually; the detection rate for early breast cancer using AI reaches 91%, higher than the 74% of radiologists.

AI+ESG investment landscape: Focus on six core tracks

Based on this, Bank of America selected 68 leading companies globally, with a total Market Cap of 10 trillion dollars, primarily covering six key areas. Bank of America believes these companies are leveraging AI technology to support ESG. Futubull has selected companies from the Hong Kong and U.S. stock markets for investors' reference:

Specifically:

Communication Services

$Alphabet-C(GOOG.US)$ Bank of America and Google believe that their Waymo business provides AI solutions for self-driving cars. Waymo's self-driving software uses AI and machine learning to process sensor data and navigate the roads. Additionally, it utilizes voice recognition technology to enhance reading capability.

Non-Essential Consumer Goods

$Mobileye Global(MBLY.US)$ The company uses deep learning to assist automotive vision. Mobileye EyeQ provides customized hardware and software solutions to enable Advanced Driver Assistance Systems (ADAS) with features like automatic emergency braking and lane keeping. It also develops modular cameras, radar, and LiDAR, utilizing artificial intelligence to achieve a hands-free and even eyes-free driving experience.

$Tesla(TSLA.US)$ AI applications are deployed in their vehicle models to achieve autonomous driving and fully automated driving capabilities. AI-equipped cameras and sensors are used for vehicle navigation.

Essential Consumer Goods

$ALI HEALTH(00241.HK)$ Using large language models (LLM), the AI answers medical inquiries and health questions with doctor-level accuracy.

$JD HEALTH(06618.HK)$ Integrating artificial intelligence into online care: 1) An AI chatbot based on a medical-grade large language model (LLM) providing mental health support and self-care guidance for patients; 2) A large language model (LLM) specifically for diagnosis, research, and automated patient support; 3) AI solutions providing personalized Medical Services, including doctor-patient interaction, medical record management, and hospital operation optimization.

$PA GOODDOCTOR(01833.HK)$ Operation driven by machine learning for AI medical assistant, used for natural language processing. Virtual doctors conduct triage and consultations.

Medical Services.

$Agilent Technologies(A.US)$ AI-driven applications for food and agriculture testing.

$Agilon Health(AGL.US)$ Integrating AI into its primary care platform to analyze patient data, deriving actionable insights to improve the workflow efficiency of value-based care.

$Alignment Healthcare(ALHC.US)$ The AI platform supports clinical decision-making for the elderly Medicare advantage population.

$BioXcel Therapeutics(BTAI.US)$ Utilizing the AI platform to repurpose drugs and accelerate development. AI/Machine Learning systems can identify new indications for existing molecules, thus reducing development time and costs.

$Ceribell(CBLL.US)$ The AI application continuously analyzes EEG data, detecting and quantifying seizures in real-time.

$Definitive Healthcare(DH.US)$ The AI platform provides predictive analytics for science and Medical Services, assisting in prescribing, selecting, and ranking medical experts.

$Doximity(DOCS.US)$ : The AI assistant for doctors, a large language model that can help clinicians draft medical records, referral letters, and patient education materials.

$Evotec(EVO.US)$ : Integrating artificial intelligence into drug development, applying machine learning to patient data to identify new targets and accelerate the validation of candidate drugs.

$GoodRx(GDRX.US)$ : Enhancing user experience and medication management with artificial intelligence through personalized recommendations, drug interaction alerts, refill reminders, and information on drug side effects. Analyzing user data to provide customized insights, price comparisons, and optimize services.

$Hims & Hers Health(HIMS.US)$ : Using artificial intelligence in telemedicine services to provide real-time recommendations for personalized treatment plans.

$Humana(HUM.US)$ : Developing proprietary care support tools to inform healthcare providers and patients' families or caregivers about the types of assistance and care patients may need in the hospital and after discharge.

$Omnicell(OMCL.US)$ : Pharmacy automation systems make drug inventory more transparent.

$Privia Health(PRVA.US)$ : Using artificial intelligence to enhance workflows for medical service providers and patient care, generating concise clinical summaries, providing evidence-based recommendations, and delivering actionable insights.

$Recursion Pharmaceuticals(RXRX.US)$ : AI-driven large-scale cell imaging accelerates drug development. Using cell images to train machine learning to predict how compounds impact diseased cells, thereby reducing trial and error in early-stage development.

$Relay Therapeutics(RLAY.US)$ Using artificial intelligence to analyze protein movement and identify new binding sites for small molecules. This leads to the design of targeted therapies with higher efficacy and safety.

$Schrodinger(SDGR.US)$ Using artificial intelligence models to predict molecular binding and optimizing new drug compounds before synthesis.

$Teladoc Health(TDOC.US)$ The application of artificial intelligence in virtual nursing monitoring. Virtual caregivers use computer vision to observe hospitalized patients and automatically detect actions that indicate a risk of falls.

$Tempus AI(TEM.US)$ Applying artificial intelligence/machine learning to genomic clinical data in precision medicine. Using deep learning to analyze ECG signals to predict which patients are at risk of atrial fibrillation.

$UnitedHealth(UNH.US)$ UnitedHealth extensively uses artificial intelligence through Optum. Its platform applies machine learning to provide personalized care and identify health risks.

$Waystar Holding(WAY.US)$ The revenue cycle management platform uses artificial intelligence to automate claims processes. Tasks that previously took days to complete are reduced to minutes.

Industrial.

$AGCO Corp(AGCO.US)$ Artificial intelligence is used for precision agriculture and optimization of food supply chains.

$Deere(DE.US)$ Using artificial intelligence Satellite solutions to achieve precision agriculture.

$Emerson Electric(EMR.US)$ Generative artificial intelligence provides various factory layout solutions for engineering design and also automatically migrates old control system configurations using artificial intelligence.

$Grab Holdings(GRAB.US)$ Artificial Intelligence and Machine Learning are used for real-time ride and delivery matching, traffic-aware route planning, dynamic pricing, and fraud detection.

$Honeywell(HON.US)$ Using IoT sensors and artificial intelligence algorithms with turbines and grid equipment to process real-time and Historical Data to predict equipment failures, and utilizing Digital Twin capabilities to monitor Assets health.

$Lyft Inc(LYFT.US)$ Embedding artificial intelligence assistants in customer support systems to handle inquiries from passengers and drivers, reducing service resolution time.

$Rockwell Automation(ROK.US)$ Integrating artificial intelligence into systems to achieve predictive maintenance, quality control, and autonomous Robotics operations within factories.

$Uber Technologies(UBER.US)$ Incorporating artificial intelligence into services and research, challenging route planning, pricing, demand forecasting, and driver-passenger matching.

Information Technology.

$8x8(EGHT.US)$An artificial intelligence-driven unified communications suite that uses AI to assist agents and automate workflows.

$Amphenol(APH.US)$ Support for AI in telecommunications and data center infrastructure through high-speed interconnection solutions, staged power systems for AI data centers, and machine vision connectors for AI automation and detection.

$Arista Networks(ANET.US)$ Using telemetry, artificial intelligence, and machine learning to dynamically balance traffic in GPU cluster networks and provide real-time AI-driven network health insights.

$Cisco(CSCO.US)$ Using artificial intelligence for networking, security, and customer support, employing predictive analytics to resolve network issues.

$Corning(GLW.US)$ Providing end-to-end fiber-optic cable solutions for AI data centers.

$Fastly(FSLY.US)$ Enhancing the performance of content delivery networks using artificial intelligence application programming interfaces.

$Five9(FIVN.US)$ Utilizing artificial intelligence in contact centers, where AI handles actual tasks, reasoning, and decision-making, while allowing for human supervision, automating repetitive tasks, and improving customer interactions.

$HORIZONROBOT-W(09660.HK)$ Developing smart driving solutions.

$IBM Corp(IBM.US)$ Provides compliance solutions for businesses and supply chains, covering sustainability data such as greenhouse gas (GHG) emissions. Develops an artificial intelligence platform for agriculture/precision agriculture.

$Microsoft(MSFT.US)$ Offers artificial intelligence solutions to achieve transparency in ESG data and quantify impacts.

$Nokia Oyj(NOK.US)$ Applies artificial intelligence and machine learning in telecommunications equipment to predict failures and optimize operations.

$Pony AI(PONY.US)$ Builds artificial intelligence software for self-driving Cars, including perception and planning algorithms.

$PTC Inc(PTC.US)$ AI-driven supply chain software utilizes machine learning to forecast parts demand, optimize inventory, and automate replenishment decisions.

$Qualcomm(QCOM.US)$ Integrates artificial intelligence into chips and connections to optimize network performance.

$Ralliant(RAL.US)$ Provides integrated artificial intelligence precision technologies and sensors, specializing in the design, development, manufacturing, and maintenance of precision instruments.

$Teledyne Technologies(TDY.US)$ The AI Auto framework supports vehicle perception through thermal/visible object detection and tracking models.

$Twilio(TWLO.US)$ : Used for customer engagement through conversational artificial intelligence.

Overall, the explosive development of AI technology is empowering various industries and can also provide solutions for green and sustainable development. The application of AI in the ESG field is not only a technological revolution but also a restructuring of values. However, it is important to be cautious that if there is only a pursuit of short-term gains while ignoring the integration of ESG, AI may exacerbate rather than solve systemic risks.