Jeff Blau, CEO of Related Companies and a major player in real estate development, discusses his company's shift to data centers to meet AI demands. He shares insights on raising up to $8B for these investments, including the upcoming IPO of CoreWeave and its market implications. Jonny Fine from Goldman Sachs offers a counterpoint, analyzing resilient credit markets amidst looming tariffs and economic uncertainties. Their conversation dives into the intersection of technology, investment, and the potential impacts of new tariffs on various sectors.
