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Top of the Morning: The investment implications of data center regulation
Published 1 month, 3 weeks ago
Description
AI data-center development is unlikely to stop, but the rules of engagement are changing. Local opposition, ratepayer concerns, and permitting scrutiny are shifting the debate from whether projects should be built to how costs, benefits, and community impacts should be allocated. Hear insights from Kurt Reiman, Head of Fixed Income Americas, Barry McAlinden, Fixed Income Strategist Americas, Jeannine Lennon, Municipal Strategist Americas, Jay Dobson, US Energy & Utilities Equity Strategist, and Nathaniel Gabriel, Materials & Industrials Equity Strategist: Host: Daniel Cassidy