ABOUT THIS EPISODE
Investment in new technologies and the necessary infrastructure to support them is helping to fuel the economy. Is this a good or bad long-term development?
- Why are so many businesses building data centers?
- Why is electricity, not chips, becoming the biggest constraint?
- Who really wins economically: utilities, construction, industrials, regional economies, tech tycoons, or someone else?
- What is the environmental impact of data centers?
In this week's Trading Perspectives, Sam Clement and John Norris discuss the AI-driven data center boom, its impact on energy demand and economic development and what it could mean for the future.
English
United States
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