Welcome to Tomorrow, a podcast from the global team of economists, strategists, sector advisors and foresight experts of the Allianz Group, led by Ludovic Subran. In each episode, we’ll be talking about our latest analyses of economic and capital market developments, as well as our views on trends affecting risk management.
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Welcome to Tomorrow, a podcast from the global team of economists, strategists, sector advisors and foresight experts of the Allianz Group, led by Ludovic Subran. In each episode, we’ll be talking about our latest analyses of economic and capital market developments, as well as our views on trends affecting risk management.
Big beautiful data centers: How AI and infrastructure are giving a second wind to an ailing construction sector
Tomorrow – A podcast by Allianz Research
4 minutes
2 weeks ago
Big beautiful data centers: How AI and infrastructure are giving a second wind to an ailing construction sector
Generative AI is becoming a structural driver of the global construction sector as the AI boom fuels a frenzy for data centers. But there are some clouds looming: grid power shortages, land scarcity and regulatory constraints could hit the brakes on this frenetic pace of growth.
Read the full report on our website: https://www.allianz.com/en/economic_research/insights/publications/specials_fmo/251007-construction.html
This content was generated by AI with the oversight of Allianz Research.
Tomorrow – A podcast by Allianz Research
Welcome to Tomorrow, a podcast from the global team of economists, strategists, sector advisors and foresight experts of the Allianz Group, led by Ludovic Subran. In each episode, we’ll be talking about our latest analyses of economic and capital market developments, as well as our views on trends affecting risk management.
