The risks of investing $7tn in AI data centres

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• 00:01

  Good morning from the Financial Times.

• 00:04

  Today is Wednesday, August 26th, and this is your FT News Briefing.

• 00:10

  The oil market could be close to a crunch point, and international defense companies are heading to Germany.

• 00:18

  Plus, we look at the risks of financing data centers.

• 00:22

  I'm Sonia Hudson, Inframark Filipino, and here's the news you need to start your day.

• 00:38

  Reuters and analysts are warning that oil prices could soon hit $100 a barrel again.

• 00:44

  That's because crude reserves are falling, China's re-entered the market,

• 00:48

  and it's unclear how much oil will flow from the Gulf going forward.

• 00:54

  This is all happening as the U.S.-Iran war gets close to the six-month mark.

• 00:59

  Talks to end the conflict and reopen the critical Strait of Hormuz have stalled.

• 01:03

  The U.S. Earlier this week started applying more economic pressure on Tehran

• 01:08

  and its trading partners to break the deadlock.

• 01:17

  Germany is becoming a magnet for international defense groups.

• 01:21

  Berlin's in the middle of a military spending boom,

• 01:24

  and it's prompting companies from around the world to establish a presence in the country.

• 01:29

  I'm joined now by the FT's Laura Patel to learn more.

• 01:32

  Hi, Laura.

• 01:33

  Hi, Sonia.

• 01:34

  So what types of companies are setting up shop in Germany and what kind of operations are they running there?

• 01:41

  Well, we're really seeing interest from a bunch of companies, both from within Europe and beyond.

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