Above the Fray

What’s really powering the AI boom? Winnie Cisar talks with Andy DeVries and Wish Bakshi about data centers, compute scarcity, energy demand, natural gas, and the credit risks behind AI infrastructure as hyperscalers race to build the future.
 

What is Above the Fray?

Above the Fray, hosted by Winnie Cisar and Justin Patrie, cuts through market chatter with sharp insights on credit, ratings, and the macro forces shaping decisions. Each week, it puts power into perspective by connecting timely developments to the bigger themes of driving markets, turning complexity into clear, actionable insight for issuers, investors, and market participants.