Research Matters by Rothschild & Co Redburn

Rothschild & Co Redburn

Join Rothschild & Co Redburn’s Chief Strategist George Karamanos and Chief Economist Melissa Davies as they welcome a guest each episode to look beyond the market headlines, explore global investment themes and unpack the big macroeconomic questions shaping business and investment decisions. 

  1. Episode 1 ·  Video

    The AI Infrastructure Buildout: Magnitude, Funding and Profitability

    How much AI infrastructure does the world need - and how is it going to be funded? Rothschild & Co Redburn's Global Head of Technology Alex Haissl joins Chief Strategist George Karamanos to explore the scale of the data centre buildout, the financing structures underpinning it and the prospects for sustainable returns. They discuss the balance between training and inference, the importance of enterprise adoption, and what credit markets and open-source competition could signal for the next phase of AI investment.

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Join Rothschild & Co Redburn’s Chief Strategist George Karamanos and Chief Economist Melissa Davies as they welcome a guest each episode to look beyond the market headlines, explore global investment themes and unpack the big macroeconomic questions shaping business and investment decisions. 

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