Jay Van Sciver
Industrials analyst at Hedgeye who appears as the featured guest to discuss AI-driven capex, data centers, the grid, and implications for industrial and energy sectors.
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Feb 28, 2026 • 1h 15min
AI Capex - Back to Infrastructure | Protect the Pile: Episode 7
Jay Van Sciver, an Industrials analyst focused on infrastructure and energy, joins to unpack AI-driven capex. They explore how AI shifts demand to data centers, chips, and power. Conversation hits hyperscaler spending, grid strain from electrification, transport and tariff risks, plus sizing strategies for earnings volatility.
