KKR on AI capex and data center boom

On Episode 737 of The Core Report, financial journalist Govindraj Ethiraj talks to Devina Mehra, Chairperson and Managing Director at First Global, in an excerpt from our upcoming Weekend Edition.

SHOW NOTES

(00:00) Stories of the Day

(01:19) Sensex Hits Record 86,000 as Nifty Scales Peak in Narrow Rally

(03:28) Rupee Risk Persists After RBI Sells $30 Billion to Stem Slide

(04:54) Nifty’s Record Calm Defies Rupee’s Run as Asia’s Worst Currency

(18:58) Oil Slides to $63 on Ukraine Ceasefire Hopes, Aiding India Margins. The IEW Segment

(20:12) Mahindra Challenges Tata’s EV Dominance With New $22,000 SUV

(21:39) KKR Sees $7 Trillion AI Boom as ‘Industrial Revolution,’ Not Bubble

(25:00) Feedback

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