The Utilities Analyst Who Says the Data Center Demand Story Doesn't Add Up
Utilities, long seen as stable but low-growth bond-like investments, are now at the center of the AI-driven data center boom, with analysts and investors reevaluating their growth potential. However, Credit Suisse’s Andy Devine presents a contrarian view: utilities are already committing
Sign up to read the full summary
Free AI-powered recaps of every episode, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.
Guest
Andy Devine
conversational on Odd Lots
Mentions
Books, people, and resources mentioned in this episode.
People
Companies
Products & Tools
Topics
Listen to This Episode
More from Odd Lots
How to Make Money From the Booming Demand for Energy
This Is What It Takes to Get a Data Center Financed
Travis Kavulla Explains Why Electric Bills Shot Up
Why Paul Kedrosky Says AI Is Like Every Bubble All Rolled Into One
AI Can Tell Us Something About Credit Market Weakness
Gita Gopinath on Why Interest Rates Have Surged All Around the World
Related episodes
From other shows on similar topics.
Data Centers: Can't Live With Em, Can't Live Without Em
Stuff You Should Know
The Enshittifinancial Crisis: Part Three
Better Offline
What Happens When A Data Center Comes To Town?
Morning Wire
The weather outside is frightful (so's the heating bill)
Marketplace
Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
All-In with Chamath, Jason, Sacks & Friedberg
How DeepSeek V4 Connects to the US Power Grid
The AI Daily Brief: Artificial Intelligence News and Analysis
Get summaries like this every morning.
Free AI-powered recaps of Odd Lots and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.