ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Massive AI investment contributes to positive global IT sector outlook"
Episode Synopsis
In the opening segment, we discuss how a host of factors including substantial AI investment underpin our positive outlook for the global diversified information technology sector over the next 12-18 months. Then at 10 minutes, we assess which types of technology companies stand to benefit from all of this AI investment more than others.Guests: Raj Joshi, Senior Vice President, Global Corporate Finance Group, Moody’s Ratings and Vincent Gusdorf, AMD - Digital Finance and AI Analytics, Moody’s Ratings.Host: Jeff Pruzan, Vice President – Senior Research Writer, Moody’s RatingsTo on this topic, visit Behind The Bonds page on Moodys.com (some content only available to registered users or subscribers).Related Research:Diversified Information Technology – Global: Outlook positive as profits strengthen in steady macroeconomic environmentArtificial Intelligence – Global: Profits from AI remain elusive but some sectors hold more promise than others
More episodes of the podcast Moody’s Talks – Behind the Bonds
How Data Centers Are Defying Growth Risks
07/05/2025
In God we trust