Webinar: The AI race - who will fund and fuel the next wave?
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4 itemsWebinar: The AI race - who will fund and fuel the next wave?
The desk posits that AI's dramatic impact on economics and infrastructure is positioning it as a pivotal factor in capital markets. This is underscored by the increasing demand for data centers and energy supply needed to fuel AI expansion, as highlighted in the recent analysis from ING. With the financial and infrastructure implications on investor sentiment becoming clearer, the desk suggests watching related financial flows and energy costs in the coming months. Per the full note [source], industry leaders are grappling with how to finance this burgeoning demand, raising further questions on economic viability and sustainability in the energy sector.