Who’s Disrupting — and Funding — the AI Boom

This episode of "Thoughts on the Market" features a discussion with Adam Wood, Emmet Kelly, and Lee Simpson from Morgan Stanley's TMT European Conference, focusing on tech disruption and data center investments. The panel explores the shift in perspective on AI, from its potential benefits to concerns about disruption across sectors like IT services, info services, and software. The conversation further covers the role of hyperscalers in the telco space and the adoption of AI within semiconductor companies. Additionally, the discussion highlights the significant investments in data centers, particularly in the US, and the challenges and opportunities for Europe in this rapidly growing sector, including power constraints and competition with the US and China.