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Chinese hyperscalers are accelerating AI investment at an unprecedented pace, setting off ripple effects across China's energy and infrastructure sectors. Join us as we explore the implications of AI capex for hyperscalers' growth, monetization and credit quality; how AI is reshaping China's regional economy; and the opportunities emerging across renewable power, battery storage and infrastructure.
Discussion Topics
- How are Chinese hyperscalers narrowing the compute gap with US peers, and what does rising capex mean for credit quality?
- How is AI reshaping China’s regional economic landscape and which regions stand to benefit the most?
- As AI drives rising power demand, what role will renewables and battery storage play in the buildout?
- Which infrastructure sectors will capture the earliest benefits from AI?
Speakers
Shawn Xiong
Senior Vice President
Corporate Finance Group
Moody's Ratings
Yubin Fu
Vice President
Sub - Sovereign Group
Moody's Ratings
Sue Su
Vice President
Corporate Finance Group
Moody's Ratings
Sarah Xu
Vice President
Project & Infrastructure Finance Group
Moody's Ratings
David Yin
Senior Vice President
Financial Institutions Group
Moody's Ratings
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