Research Matters by Rothschild & Co Redburn
- Episodios
- 1
- Formato
- Serie: escúchala desde el principio
- Último episodio
- 28 Oct 2026
Sobre el podcast
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.
Participantes
- George KaramanosPresentación
- Melissa DaviesPresentación
Episodios 1
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 …
Notas del episodio
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 financing structures underpinning it and the prospects for sustainable returns. They discuss the balance between training and inference, the importance of enterprise adoption, and what credit markets and open-source competition could signal for the next phase of AI investment.
Podcasts similares
Más podcasts de Economía y empresa
¿Es tu podcast?
Confírmalo con una entrada en tu feed: aquí recibes un código, lo añades como podcast:txt en el canal de tu feed y nosotros lo comprobamos. Después tu podcast aparecerá como «verificado» en SoundNode.