Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How AI Energy Demand Is Reshaping Emerging Market Grids
As AI models guzzle electricity, data center construction is booming in emerging markets with cheap power and lax grids. Lucas and Luna examine the paradox: countries like Malaysia, Chile, and Saudi Arabia are attracting billions in AI infrastructure investment, but their fragile power systems risk blackouts. They break down the specific numbers — Malaysia's 4.5 gigawatts of new data center capacity, Chile's solar-powered AI clusters, and the geopolitical angle of who controls the grid. Plus, they tie it to the broader EM sell-off in June 2026: why some markets are getting hammered…
The skinny
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