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AI’s capex conundrum: Growth, overbuild fears, and the road ahead
The AI boom has been transformative, with significant investments from hyperscalers. However, the release of DeepSeek-R1 has raised concerns about the sustainability of AI growth, leading to a selloff in AI stocks and fears of overbuilding data centers. However, history suggests these developments should be viewed as part of a broader strategic evolution rather than a sign of widespread distress. Vikram Malhotra, Senior US REITs Equity Research Analyst, examines the continued development of AI infrastructure and the current landscape.
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Private islands and market expansion: The evolution of the cruise industry
The cruise industry has rebounded from the pandemic, with passenger volumes and revenues now exceeding pre-pandemic levels. As consumer interest in cruise travel reaches new heights, major players are innovating by expanding short-duration cruises and developing private destinations. Ben Chaiken, Senior Analyst, US Consumer – Gaming, Lodging & Leisure, explores how the industry has a potential for transformation, unlocking new markets and reshaping the business.
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Category: community Community
Compassion, child care, and capital funding: The Low Income Investment Fund
The Low Income Investment Fund (LIIF) has been investing in the potential of people and places for over three decades, focusing on poverty alleviation and creating sustainable communities. Learn more about Mizuho’s commitment to the LIIF and its mission to support community development and economic opportunity.
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Category: perspectives Perspectives
Storytellers in Business, Episode 2: Steve Ricchiuto
Mizuho | Greenhill is proud to present the next episode in our podcast series, Storytellers in Business. In this episode, host Michal Katz, Head of Investment & Corporate Banking at Mizuho Americas, talks to her colleague and friend, Chief US Economist at Mizuho Americas, Steve Ricchiuto.
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What the election holds for healthcare
This election is pivotal for healthcare, with key policies like the Affordable Care Act and Medicare Advantage at stake. Ann Hynes, Senior Healthcare Equity Research Analyst, dissects how the outcome could affect her sector.
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Category: community Community
BoardLead: matching corporate leaders with nonprofit boards
Strong leadership on nonprofit boards is essential to effectively drive the organization's mission forward. Mizuho Americas, partnering with Cause Strategy Partners, provides its senior leaders in the opportunity to utilize their professional skills to help nonprofit organizations locally and nationally by serving as board members.
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Category: perspectives Perspectives
Mizuho named LatinFinance’s Infrastructure Bank of the Year in Central America
Mizuho Americas was recognized by LatinFinance for its role in successfully securing clean energy and infrastructure financings across the region. Learn more about Mizuho's commitment to providing clients with innovative and strategic solutions in the power, energy , and infrastructure sector.
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The energy sources powering the AI revolution
Generative AI applications are scaling at a very fast pace, driving new processor demand which requires significant growth in the supporting infrastructure, e.g., physical datacenters, power generation, datacenter cooling, and others. This cross-sector piece looks at the growth potential.
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Category: perspectives Perspectives
Storytellers in Business, Episode 1: Barbara Byrne
Mizuho | Greenhill is excited to launch our new podcast series, Storytellers in Business, where we sit with industry icons and leaders to learn about their fascinating stories, anecdotes and lessons. In this first episode, host Michal Katz, Head of Investment & Corporate Banking at Mizuho Americas, speaks to her friend and mentor, longtime Wall Street veteran, Barbara Byrne.