Infrastructure resilience amid geopolitical shifts and AI growth

PwC's accounting podcast · Oct 1, 2026 · 40m · transcript

Geopolitical shifts are reshaping infrastructure decisions as companies navigate growing demand for AI and data centers, energy constraints, global supply chain dependencies, and climate-related pressures. We discuss how these interconnected forces are creating strategic vulnerabilities and critical dependencies—and how companies can build resilience while identifying opportunities in an evolving global environment.

Key topics and timestamps

1:45 — Geopolitics and infrastructure strategy

6:29 — AI, data centers, and global dependencies

11:12 — Power grid challenges and energy demand

17:59 —…