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Financing the Physical Republic

Friday, September 25, 2026

America’s infrastructure cycle is becoming too complex for simple bank lending. Through Karen Fang and Bank of America, Altair Media examines how public and private capital are being combined to finance data centres, energy systems, grids and the physical economy behind AI.

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The Bank That Learned to Build Again

Friday, September 18, 2026

As AI becomes more physical, Wall Street’s role is changing with it. Through Ted Pick and Morgan Stanley, Altair Media examines how financing is shifting from individual transactions towards the capital structures needed to build America’s next industrial cycle.

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