Crunch time: what does the boom in AI and data centres mean for energy and the economy?

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts In this episode of Beyond Markets, Carsten Menke and Norbert Rucker, Next Generation Research experts at Julius Baer, discuss the boom in AI and data centres and what this means for energy and the econom