Nicolas Janvier

Head of North American equities at Columbia Threadneedle who appears as a guest to discuss macro drivers for tech stocks, earnings, and investor perspectives on AI-related capex.

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Nov 12, 2025 • 43min

Anthropic to Spend $50 Billion Building US Data Centers

Seth Figgerman, Bloomberg AI editor, delves into Anthropic's ambitious $50 billion data center plans, highlighting the industry's reliance on hyperscalers like FluidStack. Nicolas Janvier, from Columbia Threadneedle, explores macro drivers affecting tech stocks, discussing investor perspectives on AI-related capital expenditures. They also touch on market reactions to AI infrastructure investments, the implications of AMD's strong growth projections, and the importance of Fed policy in shaping tech valuations.

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