AI is fueling a boom in data centers, and the world’s biggest hyperscalers are pouring billions into building up their capacity. But risks of an AI bubble and circular deals involving companies like OpenAI and Microsoft are worrying investors.
AI is fueling a boom in data centers, and the world’s biggest hyperscalers are pouring billions into building up their capacity.
But risks of an AI bubble and circular deals involving companies like OpenAI and Microsoft are worrying investors.
Learn more about data center growth in 2026 and other sector outlooks: moodys.com/outlooks
Host: Paloma San Valentin, Managing Director, North America Corporate Finance, Moody’s Ratings
Guests: John Medina, Senior Vice President, Moody's Ratings; Raj Joshi, Senior Vice President, Moody’s Ratings
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