We forecast growing demand for cloud services, the adoption of new AI products and cryptocurrencies will see investment in new data center capacity exceed $2 trillion globally over the next five years. But real customer demand and continued technological improvements could limit the amount of data center capacity that is actually needed over the longer term. In this episode, John Medina explains what risks this uncertainty poses to investors in the corporate credit, leveraged loan, bank, CMBS, ABS, private credit and project finance markets.
Speaker: John Medina, Senior Vice President at Moody's Ratings
Host: Colin Ellis, MD-Global Credit Strategist at Moody's Ratings
Related Research:
Moody’s Talks – The Big Picture