AI Build-Out Forces Analysts to Cover Entire Supply Chain

Freedom Capital Markets
Jan 9
1 min read

Bloomberg Technology

09 Jan 2026

Meta agreed to a series of electricity deals for AI data centers that will make it the biggest buyer of nuclear power among its hyperscaler peers. Paul Meeks, Managing Director and Head of Technology Research at Freedom Capital Markets, discusses how energy needs and the AI build-out are changing what tech analysts examine. He joins Ed Ludlow on "Bloomberg Tech."

Link to Video: AI Build-Out Forces Analysts to Cover Entire Supply Chain

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