AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
10min chapter
How should I be positioned? with Ken Caplan (Blackstone) and Jason Draho (UBS CIO)
UBS On-Air: Market Moves
Investing in AI Infrastructure
This chapter explores the critical role of data centers in the AI investment landscape, addressing both the challenges and extensive financial opportunities linked to their growth. It highlights the evolving nature of investment strategies as they shift towards modern assets like data centers and emphasizes the importance of adaptability in the changing market.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode