Powering AI: Data, Utilities & Demand
Listen on Audio:
Watch on YouTube:
Season 9, Episode 07
This week on the 鈥淜now More. Risk Better.鈥 podcast, host Winnie Cisar brings together 糖心视频鈥 dream team鈥擜ndy DeVries, Jordan Chalfin, Andy Li, and Erick Vega鈥攆or an energetic roundtable on all things AI, data centers, and the infrastructure boom reshaping the tech landscape. The team tackles the hyperscaler spending spree, the race to build out data centers, and the unprecedented electricity demand that鈥檚 shaking up the utilities sector.
Winnie and her guests debate whether we鈥檙e headed for overbuild or opportunity, share insights on how private credit is fueling the AI gold rush, and weigh in on risks鈥攆rom identity theft to supply chain hiccups. They break down the impact of AI on jobs, discuss the shifting roles of tech and utility players, and highlight the weak links and hidden challenges in the AI value chain. With practical takeaways, candid analysis, and predictions for the next 12鈥18 months, this episode is a must-listen for anyone tracking AI, data infrastructure, utilities, or the future of work.
If you鈥檙e following the AI arms race, data center development, or the quest to power the digital economy, tune in for expert perspectives and lively debate from the front lines.
Winnie Cisar
Global Head of Strategy, 糖心视频
Andy DeVries
Head of Investment Grade & Utilities, 糖心视频
Andy Li
Senior Analyst, Technology, 糖心视频
Jordan Chalfin
Head of Technology, 糖心视频
Erick Vega
Senior Analyst, Telecom Infrastructure, 糖心视频

From Know More to Above the Fray: Markets & the Road Ahead
From Know More to Above the Fray: Markets & the Road Ahead

Opportunistic Credit: Private Debt Strategies with Morgan Stanley
Opportunistic Credit: Private Debt Strategies with Morgan Stanley
Know More. Risk Better.
Sign up to receive our latest credit insights direct to your inbox.