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How long could the strong growth in the physical infrastructure for data centers last? And what about the impact of AI and other emerging technologies? Could that extend the demand cycle for Schneider and industrials peers? In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Peter Herweck, CEO of Schneider Electric, sits down with Omid Vaziri, Bloomberg Intelligence senior industrials analyst, to examine the market opportunities and challenges of Generative AI and data-center rollout, growth expectations and physical limitations. Additionally, they discussed how to futureproof data centers and the energy infrastructure by assuring power availability, its resilience and sustainability.
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How long could the strong growth in the physical infrastructure for data centers last? And what about the impact of AI and other emerging technologies? Could that extend the demand cycle for Schneider and industrials peers? In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Peter Herweck, CEO of Schneider Electric, sits down with Omid Vaziri, Bloomberg Intelligence senior industrials analyst, to examine the market opportunities and challenges of Generative AI and data-center rollout, growth expectations and physical limitations. Additionally, they discussed how to futureproof data centers and the energy infrastructure by assuring power availability, its resilience and sustainability.
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