Weekly View

AI-Buildout Scenarios as Exposure Expands

November 02, 2026

As the global AI-financing wave extends across the debt and equity capital markets, participants are likely attempting to determine their aggregate AI-related exposure while assessing where the buildout process heads from here. Given the buildout’s effect on macro and market conditions, we’ve developed 12-month scenarios based on capex spend and return as well as their contributing inputs, such as power, permitting, input costs, financing, and end-user demand.

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