House View Daily | AI infrastructure: Strong demand does not remove execution risks
Potential delays at a major US data center have intensified scrutiny of AI infrastructure financing. We don’t see this as a risk to compute demand itself, but if it widens, it could affect deployment timelines, funding costs, and investment returns. We continue to favor diversified thematic exposure to both the AI and Power and resources opportunities across public and private markets, with an emphasis on quality and balance-sheet strength.
Embed this episode
No transcript yet.
Frequently asked questions
When was this UBS On-Air: House View episode published?
This episode was published on September 25, 2026.
Can I download this UBS On-Air: House View episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.