The $9 Trillion AI Question with Stijn Van Nieuwerburgh
By Fabio Natalucci and Craig Torres
The latest episode of the Global Rewire Podcast, The $9 Trillion AI Question with Stijn Van Nieuwerburgh, is out now on YouTube, Spotify, and Apple Podcasts.
Stijn Van Nieuwerbugh joins us to examine the massive financial infrastructure supporting the artificial intelligence boom. The discussion unpacks the unprecedented scale of the projected data center buildout, potential systemic risks across leveraged credit and public markets, and the fundamental question of whether future demand and pricing can support trillions in capital expenditures.
Read Stijn’s recent paper at Brookings:
https://www.brookings.edu/articles/financing-the-ai-buildout/
Stijn Van Nieuwerbugh joins us to examine the massive financial infrastructure supporting the artificial intelligence boom. The discussion unpacks the unprecedented scale of the projected data center buildout, potential systemic risks across leveraged credit and public markets, and the fundamental question of whether future demand and pricing can support trillions in capital expenditures.
Read Stijn’s recent paper at Brookings:
https://www.brookings.edu/articles/financing-the-ai-buildout/
