Want to create an interactive transcript for this episode?
Podcast: Thoughts on the Market
Episode: A Central Piece of the GenAI Puzzle
Description: GenAI will likely drive the exponential growth of data centers. Listen as our Capital Goods Analyst shares key takeaways on the electrical equipment central to the data center market.----- Transcript -----Welcome to Thoughts on the Market. I’m Max Yates from the European Capital Goods team. Along with my colleagues bringing you a variety of perspectives, today I'll focus on the critical element of the AI revolution. It's Thursday, April 18, at 2pm in London. Over the last few weeks, several of my colleagues have...