The data center surge: Building the backbone ...

Markets have powered through a volatile first half of 2026, despite geopolitical shocks, commodity swings, a more complex rates backdrop and increased scrutiny on the returns to AI and other growth investments. In this episode of J.P. Morgan’s Making Sense, Evan Junek, global hea ...  Show more

What's the right price for AI stocks? In this episode of Making Sense, Eloise Goulder, head of the Data Assets and Alpha Group at J.P. Morgan, speaks with Helen Jewell, International CIO of Fundamental Equities at BlackRock, about differentiating within the AI trade, and identify ...  Show more

The rapid growth of digital infrastructure like AI, edge computing, virtual reality and private clouds is making data centers—once an underappareciated niche—into an increasingly important commercial real estate sector. DigitalBridge CEO Marc Ganzi and CBRE’s Pat Lynch share insi ...  Show more

Today's guest is Raul Martynek, CEO of DataBank. DataBank is a technology company helping organizations drive AI edge capabilities through IT infrastructure and effective data storage solutions. Raul joins Emerj CEO and Head of Research Daniel Faggella on today's show to explo ...

Digital transformation is table stakes. So, what's next? Join host Chip Kleinheksel in conversation with SAP's Jan Gilg and Deloitte's Vadhi Narasimhamurti to explore how smart executives are building businesses that don't just adapt to change, they capitalize on it. From autonom ...  Show more

Infrastructure investing is no longer a niche play — it’s at the center of today’s global economy and portfolios. In this episode of The Bid, we dive into why infrastructure investing is having a moment, how it connects to AI, and what megaforces are shaping the next decade of gr ...  Show more