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Explore every episode of the podcast Research Matters by Rothschild & Co Redburn
Dive into the complete episode list for Research Matters by Rothschild & Co Redburn. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.
| Title | Pub. Date | Duration | |
|---|---|---|---|
| The AI Infrastructure Buildout: Magnitude, Funding and Profitability | 28 oct. 2026 | 00:22:30 | |
How much AI infrastructure does the world need - and how is it going to be funded? Rothschild & Co Redburn's Global Head of Technology Alex Haissl joins Chief Strategist George Karamanos to explore the scale of the data centre buildout, the financing structures underpinning it and the prospects for sustainable returns. They discuss the balance between training and inference, the importance of enterprise adoption, and what credit markets and open-source competition could signal for the next phase of AI investment. | |||
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