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Podcast: Thoughts on the Market
Episode: Who Will Fund AI’s $3 Trillion Ask?
Description: Joining the AI race also requires building out massive physical infrastructure. Our Head of Corporate Credit Research Andrew Sheets explains why credit markets may play a critical role in the endeavor.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley.Today – how the world may fund $3 trillion of expected spending on AI. It's Friday July 25th at 2pm in London.Whe...