How Data Centers Are Defying Growth Risks

07/05/2025 12 min Temporada 2 Episodio 15
How Data Centers Are Defying Growth Risks

Listen "How Data Centers Are Defying Growth Risks"

Episode Synopsis

Increasing use of artificial intelligence (AI) is spurring massive investment in data centers, which could top $2 trillion in the next four years. But huge energy requirements and uncertainties over future computing needs may pose long-term credit risks to developers, landlords and investors.  Host: Louis Hau, Vice President - Senior Research Writer, Moody’s Ratings Guests: John Medina, Senior Vice President, Moody's Ratings; Ryan Wobbrock, Vice President - Senior Credit Officer, Moody’s Ratings Related research:moodys.com/datacentersData Centres – Europe: Capacity to double by 2028, but energy access and regulation may constrain growth, 14 April 2025Data Centers – Global: 2025 Outlook – Developer leverage, regulatory risk to rise as growth surges, 14 January 2025  

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