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APAC Data Centers: Understanding the current market and investment implications
UBS Global Research Pod Hub
13 minutes 50 seconds
4 months ago
APAC Data Centers: Understanding the current market and investment implications
David Vogt, IT Hardware analyst, John Lam, Head of APAC property research and Phil Campbell, TMT analyst, all from UBS Investment Bank, discuss the APAC data center market. Amongst the surge in AI and accelerating cloud migration, they delve into the dynamics of capacity additions vs demand growth, the potential challenges of power supply constraints and what these trends mean for investors. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
UBS Global Research Pod Hub
Tune in to our episodes for insights on the topics that matter from our global economics, strategy and industry thought leaders at UBS
