


The logic of data center expansion in the U.S. is facing challenges from political and community backlash, shaking the investment landscape for AI infrastructure. Issues like electricity costs and water usage are becoming critical in the expansion of data centers.
Mexico is moving forward with its first issuance of Samurai bonds in Japan since August 2024. If successful, this will widen its foreign currency financing channels from a dollar-centric approach to the yen market.
Investment in digital assets by banks has rapidly expanded at the budgeting stage, but the proportion that has moved to the operational stage is only 16%.