It is clear that AI has the potential to massively disrupt the global economy. But what does that mean for power demand, and how should investors think about the infrastructure powering this disruption?
Stephen Byrd, Global Head of Thematic Research and Sustainability Research at Morgan Stanley, joined Cohen & Steers’ Head of Global Infrastructure Ben Morton and portfolio managers Harrison Klein and Chris DeNunzio at our annual investor conference to discuss data centers, energy, and infrastructure powering the AI surge.
Interested in viewing the full session? Request the recording below.
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