Hundreds of billions of dollars have been allocated to building out compute capacity in recent months—with hundreds of billions more to come next year. Bipan is joined by Malcolm White, BMO Global Asset Management portfolio manager, to discuss sector expectations for 2026 and beyond. This podcast was record live on November 25, 2025.
Show link (Spotify): https://open.spotify.com/show/54bsOfP7M4a6IMujUzRyBK
Show link (Apple Podcasts): https://podcasts.apple.com/us/podcast/the-open-outcry/id1804618898
Show link (Amazon Music): https://music.amazon.ca/podcasts/baf10f04-ec7f-4961-8eba-6a23043f4dd4/the-open-outcry
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