Moody’s Talks – Behind the Bonds

Massive AI investment contributes to positive global IT sector outlook

Episode Summary

In the opening segment, we discuss how a host of factors including substantial AI investment underpin our positive outlook for the global diversified information technology sector over the next 12-18 months. Then at 10 minutes, we assess which types of technology companies stand to benefit from all of this AI investment more than others.

Episode Notes

In the opening segment, we discuss how a host of factors including substantial AI investment underpin our positive outlook for the global diversified information technology sector over the next 12-18 months. Then at 10 minutes, we assess which types of technology companies stand to benefit from all of this AI investment more than others.

Guests: Raj Joshi, Senior Vice President, Global Corporate Finance Group, Moody’s Ratings and Vincent Gusdorf, AMD - Digital Finance and AI Analytics, Moody’s Ratings.

Host: Jeff Pruzan, Vice President – Senior Research Writer, Moody’s Ratings

To read more on this topic, visit Behind The Bonds page on Moodys.com (some content only available to registered users or subscribers).

Related Research:

• Diversified Information Technology – Global: Outlook positive as profits strengthen in steady macroeconomic environment
• Artificial Intelligence – Global: Profits from AI remain elusive but some sectors hold more promise than others