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power and fiber production

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 30, 2026 by Lauren Hochfelder · across every show →

Everything said about power and fiber production, oldest first

Jul 30, 2026 bullish
Disclosure
Morgan Stanley invests heavily in power and fiber for AI data centers
“On the infra side, we've been doing a lot with power and fiber production. The things that are ultimately powering these AI focused data centers.”
Lauren Hochfelder Jul 30, 2026 ▶ 23:06 Building Durable Real Estate Portfolios at Morgan Stanley – Lauren Hochfelder (EP.514)
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