The William Blair Thinking Podcast
autor: William Blair
Najnowszy odcinek
AI Infrastructure (Part 2): Powering the AI Buildout
AI Infrastructure (Part 2): Powering the AI Buildout
O tym podcaście
The William Blair Thinking Podcast aims to provide in-depth expertise on today's financial and economic landscape.
William Blair Thinking Podcast features two series:
-William Blair Thinking Presents, a new podcast series that dives deep into conversation with our award-winning equity research and capital advisory experts.
-Biotech Breakthroughs, a new podcast series from our equity research group that explores the news and trends shaping the biotech industry.
For more, go to https://www.williamblair.com/Thinking
Copyright 2026 William Blair & Company. L.L.C. “William Blair” and R Docs are registered trademarks of William Blair & Company, L.L.C. As used on this podcast, William Blair refers to William Blair & Company LLC, William Blair Investment Management, LLC and affiliates. For more information about William Blair, go to www.williamblair.com.
This content is for informational and educational purposes only and not intended as investment advice or recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor’s objectives, guidelines and restrictions.
The views and opinions expressed are those of the speakers, and are subject to change over time as market and other factors evolve.
Odcinki
Najnowsze 20 z 92 odcinków
- AI Infrastructure (Part 2): Powering the AI Buildout · 36 min · Odcinek 92William Blair macro analyst Richard de Chazal and Jed Dorsheimer, group head of energy and power technologies research, discuss how the political and policy landscape is shaping…
- AI Infrastructure (Part 1): What to Expect as Data Centers Head to the Ballot Box · 26 min · Odcinek 91William Blair’s macro analyst Richard de Chazal and partner and group head of global services Tim Mulrooney discuss how growing political scrutiny of data centers could affect…
- Monthly Macro: Midterms, Markets, and What Comes Next · 20 min · Odcinek 90William Blair macro analyst Richard de Chazal looks beyond the political headlines to examine what the midterm elections could mean for policy, interest rates, and markets, and…
- The Rise of Neoclouds: Powering the Next Phase of AI · 23 min · Odcinek 89Neoclouds are emerging as a key part of the AI infrastructure ecosystem. Jason Ader, co-group head of technology, media, and communications research at William Blair, discusses…
- Rethinking the Economics of Employer Health Benefits · 25 min · Odcinek 88Rising healthcare costs are pushing employers to reconsider how they fund, purchase, and manage health benefits. Ryan Daniels, William Blair's group head of healthcare technology…
- Monthly Macro: Higher for Longer? Inflation, Interest Rates, and the AI Investment Cycle · 26 min · Odcinek 87William Blair macro analyst Richard de Chazal explains why investors may need to adjust to a world of structurally higher inflation, interest rates, and bond yields rather than…
- AI in Information Services: Why Trusted Data Matters More Than Ever · 22 min · Odcinek 86William Blair global services analyst Andrew Nicholas examines whether artificial intelligence threatens information services companies or could ultimately make their data assets…
- The State of the Consumer: Resilient, Selective, and Still Spending · 20 min · Odcinek 85In the latest episode of William Blair Thinking Presents, group head of consumer research Sharon Zackfia and consumer analyst Dylan Carden discuss the key findings from their…
- Monthly Macro: China's Open-Weight Challenge and the Future of AI Economics · 28 min · Odcinek 84William Blair macro analyst Richard de Chazal and group head of technology, media, and communications Arjun Bhatia examine how low-cost, open-weight AI models, many of them…
- Monthly Macro: The Work AI Cannot Reach · 39 min · Odcinek 83Spanish economist and former Member of the European Parliament, Luis Garicano, Ph.D., joins William Blair macro analyst Richard de Chazal to discuss why AI is more likely to…
- Inside the AI Economy: Competition, Compute, and the Next Phase of Enterprise Adoption · 29 min · Odcinek 82William Blair's Arjun Bhatia and Jonathan Ho discuss the latest developments shaping the AI landscape, from intensifying model competition and pricing pressure to data center…
- Monthly Macro: AI Booms, Inflation Bites, Fed Shifts · 26 min · Odcinek 81William Blair macro analyst Richard de Chazal discusses how the Iran conflict, AI-driven investment themes from William Blair’s 46th Growth Stock Conference, persistent inflation…
- The Humanoid Hypothesis: A New Frontier in Productivity · 11 min · Odcinek 80William Blair industrials analyst Ross Sparenblek discusses how humanoid robotics could mark a structural shift in productivity by extending AI’s capabilities from digital tasks…
- Monthly Macro: Resilient Equities, Rising Yields, and a Shifting Playbook · 22 min · Odcinek 79As geopolitical tensions persist and inflation concerns resurface, equity markets remain resilient while bond markets signal a more cautious outlook. Richard de Chazal unpacks…
- Shifting Sites of Care: Why Healthcare Delivery Is Moving Beyond the Hospital · 23 minRyan Daniels, William Blair's group head of healthcare technology and services research , discusses how policy reform, reimbursement changes, technology innovation, and consumer…
- From Code to Clinic: How AI Is (and Isn’t) Rewriting the Life of a Drug · 28 minAI is transforming drug discovery, but not by replacing the lab. In this episode of William Blair Thinking Presents, Matt Larew, partner and equity research analyst covering life…
- Monthly Macro: Strait of Hormuz Shock Meets Sticky Inflation · 28 minWar-driven energy shocks, sticky inflation, and an unusually split Fed are back at the center of the macro conversation. In this month’s Monthly Macro, William Blair macro…
- Biotech Breakthroughs: Gene Editing Moves Beyond the Hype · 38 minIn this episode of Biotech Breakthroughs, Matt Phipps, group head of biotech research, speaks with William Blair biotech analyst Myles Minter about how gene editing is moving…
- Monthly Macro: Geopolitical Shock, Inflation Risks, and a Market on Edge · 26 minWilliam Blair macro analyst Richard de Chazal unpacks the market implications of the U.S.–Iran conflict, discussing how the war is reshaping inflation and growth risks and…
- Monthly Macro: AI Anxiety, Software Selloffs, and the Search for Winners · 23 minWilliam Blair macro analyst Richard de Chazal and co-head of technology, media, and communications research, Jason Ader, unpack the sharp selloff in software stocks and the…
