AI Data Centers - What comes next?
From On Investors’ Minds · 11:43
Show by JP Morgan Asset Management Market Insights
In this 182nd episode of the On Investors' Minds podcast, Tai Hui addresses the hot topic of AI focused data centers, which has been driving significant market movements, both up and down. With such large investments in data centers, what are the risks to the lofty profit estimates driving this build-out? How many data centers are currently being built, and how many more are in the pipelines? Will there be delays in upcoming data center projects because of increasing concerns by residents of those communities? Listen now to Tai to get up to date and find out what this all means for investors. The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs. Download the 4th quarter 2026 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/guide-to-the-markets/?utm_campaign=-en--podcastEP179). For 10 years, the Market Insights program has been on the ground across the Asia Pacific region engaging with clients, and providing guidance on the complex global markets. Listen now and don't forget to subscribe to stay updated on future episodes of On Investors' Minds - APAC Edition. For more analysis on the financial markets, visit the J.P. Morgan Asset Management website at https://am.jpmorgan.com.
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