From Grid to GPU: Risks & Rewards of the AI Investment Race
Date: December 11, 2025
Presenters:
Andy DeVries, Head of Investment Grade, Head of Utilities, ÂÒÂ׶ÌÊÓƵ
Jordan Chalfin, Head of Technology, ÂÒÂ׶ÌÊÓƵ
Andy Li, Senior Technology Analyst, ÂÒÂ׶ÌÊÓƵ
Erick Vega, Senior Telecom Infrastructure Analyst, ÂÒÂ׶ÌÊÓƵ
Slides:
Watch on YouTube:
Join the ÂÒÂ׶ÌÊÓƵ team for an in-person event at the landmarked Hearst Tower, where we presented our comprehensive outlook for the upcoming year.
The conference featured in-depth engaging discussions led by our expert analysts. You’ll gain valuable insights into the factors shaping the financial landscape and the strategies to navigate them.
Discover the rapid expansion of AI data centers, surging chip demand, and the investment race shaping infrastructure and utilities. Gain insights into market trends, financial impacts, and strategic responses from key industry players.
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