Hyperscalers, Data Centers Top 10 Questions Answered: BI Replay

The AI infrastructure buildout is accelerating — and so is the cost. Hyperscalers and neoclouds are pouring capital into compute, power and chips, reshaping data-center, semiconductor, debt and credit markets in the process. Join Bloomberg Intelligence analysts Robert Schiffman, Anurag Rana and Vasu Kasibhotla as they tackle the top 10 questions shaping the AI infrastructure boom: How long can capex keep rising? Can future AI revenue support today’s spending? And what does it all mean for equity and bond valuations? The discussion will also examine how the buildout is being financed, from data-center leases and off-balance-sheet commitments to chip-backed loans and securitizations — and where execution risks could emerge. Can AI demand grow fast enough to justify the investment? And if it doesn’t, who feels the pressure first? Join us on Oct. 22 to find out.