Join CFC researchers Sam Kem and Chris Whittle as they look at the risks of building large-scale, long-duration infrastructure to fuel AI computing power with uncertain future demand.

Mentioned on the show:

• The Data Center Surge: What 2026’s Fastest-Growing Sector Means for Utilities
• Economic & Market Watch: ⁠A Buyer's Market for Credit
• Economic & Market Watch: ⁠Don't Budget for AI Costs to Hold Steady

For questions and requests about industry research topics, please contact [email protected].

Contact the Economic & Market Watch team at [email protected].
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