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.
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