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Andrew Oppen
Bank of America senior industrials analyst who provided an in-depth breakdown of data-center infrastructure, cooling, electrical and service bottlenecks driving AI build-out demand.
Best podcasts with Andrew Oppen
Ranked by the Snipd community
Oct 3, 2025
• 43min
Fast Money 10/3/25
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Andrew Oppen, a senior industrials analyst at Bank of America, dives deep into the booming demand for data-center infrastructure driven by AI. He highlights the crucial role of cooling systems and electrical upgrades as industries adapt to AI needs. Oppen identifies key players like Vertiv and Eaton, benefiting from this shift due to their service expertise and recurring revenue models. The discussion also touches on market volatility, seasonal patterns, and standout stocks, painting a vibrant picture of the current investment landscape.
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