S&P Global Ratings' Paul Gruenwald on AI data center boom

And speaking of AI, more than $61 billion has flowed into data center deals this year, according to S&P Global. And what they say was a global construction frenzy. So, could all of that spending make data investment the new macro hero of the economy.Joining me now is Paul Grunwald. He is the global chief economist at S&P Global Ratings. Paul, um, a lot of excitement around this.How durable is it. How sensitive does this make so many different companies in the economy to even some slight fluctuations in the ...