{"podcast":{"title":"UBS Global Research Pod Hub","slug":"ubs-global-research-pod-hub-6511142","podcast_index_feed_id":6511142,"rss_url":"https://www.ubs.com/global/en/investment-bank/insights-and-data/global-research/_jcr_content/root/contentarea/mainpar/toplevelgrid_copy/col_1/responsivepodcast.itunes.xml","website_url":"https://www.ubs.com/global/en/investment-bank/insights-and-data/global-research.html","image_url":"https://www.ubs.com/content/dam/assets/ib/global/podcast/research-podcasts/ib-research-podcast-spotify.png","author":"UBS","episode_count":139,"summary":"Tune in to our episodes for insights on the topics that matter from our global economics, strategy and industry thought leaders at UBS","last_synced_at":null,"page_url":"https://stenobird.com/podcast/ubs-global-research-pod-hub-6511142"},"episode":{"title":"AI, Data Centres and the Energy Transition: What Investors Need to Know","slug":"ai-data-centres-and-the-energy-transition-what-investors-need-to-know","published_at":"2026-01-02T14:02:00+00:00","page_url":"https://stenobird.com/podcast/ubs-global-research-pod-hub-6511142/ai-data-centres-and-the-energy-transition-what-investors-need-to-know","show_page_url":"https://stenobird.com/podcast/ubs-global-research-pod-hub-6511142","url":"https://www.ubs.com/content/dam/assets/ib/global/podcast/research-podcasts/vicki-kalb-paul-schneider-podcast.mp3","audio_url":"https://www.ubs.com/content/dam/assets/ib/global/podcast/research-podcasts/vicki-kalb-paul-schneider-podcast.mp3","summary":"Paul Schneider speaks with Vicki Kalb, Global Head of ESG and Sustainability Research, about the critical role of data centres in powering AI. From power and water constraints to the accelerating energy transition and nuclear’s potential role, they explore what this means for markets and investor portfolios. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).","meta_description":"Paul Schneider speaks with Vicki Kalb, Global Head of ESG and Sustainability Research, about the critical role of data centres in powering AI. From power…","key_points":[],"chapters":[],"topics":[],"duration_seconds":943,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/ubs-global-research-pod-hub-6511142/episodes/ai-data-centres-and-the-energy-transition-what-investors-need-to-know/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/ubs-global-research-pod-hub-6511142/ai-data-centres-and-the-energy-transition-what-investors-need-to-know.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}