Zortix matched this thesis to China ETFs as one way for retail investors to get exposure. Not a recommendation.

AI capex cycle faces political, not capital, constraint

The discussion framed the primary constraint on the AI data center build-out as political 'not in my backyard' issues, not the cost of capital.

Bloomberg Surveillance TVManaging Director & Head of US Macro Strategy at MUFG Securitieson Bloomberg Surveillance