Data Center Boom, Reconciliation on the Deficit and Art as Passion Assets | Wall Street Week

This week, we go to a data center in Texas to tell the story of the technology, infrastructure, capital and energy needed to power the world’s booming demand for AI. The path to fiscal discipline in the US will require reconciliation. We hear from Former US Treasury Secretaries Hank Paulson and Tim Geithner. The market around investing in art is growing and evolving as banks and non-banks create lending instruments to finance these passion assets.

Chapters:
00:00:00 – What it takes to get a data center online
00:15:14 – Investments in data centers
00:23:48 – Reconciliation on the US debt & deficit
00:34:20 – Lending against art as passion assets
00:47:19 – The art advisory business
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