Animal Spirits Podcast cover image

Talk Your Book: How Infrastructure Funds Work

Animal Spirits Podcast

00:00

Data Centers and AI: Where Are We in the Cycle?

Scott explains that data center demand is in early innings, the massive need for incremental capacity, and associated risks.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app