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

 

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