Thoughts on the Market is now available in Japanese. To listen, please click here.
日本語の金融ポッドキャスト「市場の風を読む」（Thoughts on the Market）はこちらからアクセスできます。
Why Uncertainty Won't Slow AI Hardware Investment
Mar 10, 2025Our Head of U.S. IT Hardware Erik Woodring gives his key takeaways from Morgan Stanley’s Technology, Media and Telecom (TMT) conference, including why there appears to be a long runway ahead for AI infrastructure spending, despite macro uncertainty.
