- 23 mintypische Länge
- vor 5 Tagenletzte Folge
Join Rothschild & Co Redburn’s Chief Strategist George Karamanos and Chief Economist Melissa Davies as they welcome a guest each episode to look beyond the market headlines, explore global investment themes and unpack the big macroeconomic questions shaping business and investment decisions.
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The AI Infrastructure Buildout: Magnitude, Funding and Profitability
How much AI infrastructure does the world need - and how is it going to be funded? Rothschild & Co Redburn's Global Head of Technology Alex Haissl joins Chief Strategist George Karamanos to explore the scale of the data centre buildout, the
