Cogs & Monsters — An Interview with Diane Coyle

Cogs & Monsters — An Interview with Diane Coy...

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Credit Risks of The Current AI Data Center Infrastructure Investment Boom

The exponential expansion of global AI investment looks set to continue at scale in 2026, with hyperscalers on track to spend $625 billion in aggregate data center capex by year-end. The boom is also lifting players that supply the ecosystem, with near-term demandoutstripping the ...  Show more

Oil's 2026 Crosscurrents

In this early-2026 market check-in, host Andy Critchlow (S&P Global Energy) sits down with Jim Burkhard (Head of Crude Oil Analytics and Research) to unpack a turbulent start to the year for oil prices—driven by geopolitics and real-world supply disruptions. They examine three ma ...  Show more

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