The AI Gold Rush: How Data Centers Could Reshape the Economy

Investment in new technologies and the necessary infrastructure to support them is helping to fuel the economy. Is this a good or bad long-term development?  Why are so many businesses building data centers?  Why is electricity, not chips, becoming the biggest constraint?  Who really wins economically: utilities, construction, industrials, regional economies, tech tycoons, or someone else?  What is the environmental impact of data centers?  In this week's Trading Perspectives, Sam Clement and John Norris discuss the AI-driven data center boom, its impact on energy demand and economic development and what it could mean for the future.