Making Sense23 Sep 2025

The data center surge: Building the backbone of the digital age

In this episode, Fahmi Enam, head of Media Communications and Digital Infrastructure at J.P. Morgan Commercial Banking, is joined by Scott Wilcoxen, global head of Digital Infrastructure Investment Banking at J.P. Morgan. They dive deep into the world of digital infrastructure — exploring the critical role of data centers, fiber, and towers in powering today’s digital economy. The conversation covers the unprecedented scale of capital investment required for AI and cloud growth, the unique challenges and opportunities in assembling funding, and the evolving landscape of connectivity. Scott and Fahmi also discuss the risks of overbuilding, the importance of operational expertise, and how J.P. Morgan is positioned to support clients across the entire capital stack. Whether you’re an industry insider or just curious about the backbone of the internet, this episode offers valuable insights into the future of communications infrastructure.

This episode was recorded on September 10, 2025.

This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(300)

Equities update at mid-year: What drove the recent rally and what’s next?

Equities have been on a remarkable run — join members of J.P. Morgan's Data Assets and Alpha Group to dig into what’s been behind this outperformance. Eloise Goulder, head of the group, and product sp...

12 Jun 24min

Airline industry outlook: Fuel, fares and demand shifts heading into summer

The airline industry is heading into summer travel season under cloudy conditions. In this episode of J.P. Morgan’s Making Sense, Harry Gowers, lead analyst for European Airlines and Travel Retail sto...

9 Jun 17min

Unlocking liquidity: The evolution of structured financing in private markets

How has structured financing moved into the private market mainstream? In this episode of Making Sense, Shiny Das from the Vida Portfolio Solutions product team sits down with John Neubauer, Global He...

5 Jun 12min

Convergence in motion: Inside the institutional blockchain shift

The convergence between traditional finance and public blockchain is no longer theoretical. It's live, it's operational, and it's scaling. Oli Harris, Head of Kinexys, and Emma Landriault, Head of Lab...

2 Jun 19min

A quant’s guide to finding alpha in commodities trading

Commodities are an investing sphere unto themselves, offering diversification, decorrelation from equities and bonds – and plenty of surprises along the way. In this episode of Making Sense, Eloise Go...

26 Mai 21min

What to expect from a Warsh-led Fed

Who is the real Kevin Warsh? Having been sworn in as the Fed's 17th chair, the Warsh era at the FOMC has begun. But with inflation proving sticky and Fed independence under the microscope, how will he...

22 Mai 10min

Staying a step ahead in the bold new era of shareholder activism

Record-breaking volumes of activist campaigns, both public and private, are shaking up the investing world as activists flex their muscles, enjoying new voting powers and privileges in the U.S. and ab...

15 Mai 21min

The hidden costs of resilience: Financing the new supply chain reality

In this episode, Dominic Drew from the Trade and Working Capital team is joined by Natasha Condon, global head of Sales for Trade and Working Capital, and Kyle Hutzler from the JPMorganChase Center fo...

12 Mai 27min