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# Perspectives From WF

## Episode 1: Financing the Next AI Frontier

Transcript: Episode 1: Financing the Next AI Frontier

[GRAPHIC ON SCREEN: Perspectives From WF]

Tim O‘Hara:

At WF, we have been extremely active in providing capital for the broader AI ecosystem. Today, we’d like to share some perspectives on the opportunities and challenges we see in this space. Let’s jump in.

[TITLE CARD: Tim O’Hara, Head of Banking, WF]

Brian Gudofsky:

1.8 billion users around the world.

[TITLE CARD: Brian Gudofsky, Managing Director, Head of Technology, Media, Telecom Banking, WF]

Rachel Jinich:

It presents more opportunities, but also some challenges.

[TITLE CARD: Rachel Jinich, Managing Director, Head of Specialty Real Estate, WF]

Fadi Aboosh:

The AI story is really a power story.

[TITLE CARD: Fadi Aboosh, Managing Director, Infrastructure Fund Coverage, WF]

Sarah Kanes:

A 7 trillion need over the next four years, really all the pockets of capital are gonna need to be tapped.

[TITLE CARD: Sarah Kanes, Head of Data Center Investment Banking, WF]

Tim O‘Hara:

AI may be the greatest of any technological revolution that we’ve seen since the industrial age began.

Sarah Kanes:

It’s never been as important to the business as it is now.

Brian Gudofsky:

AI, it’s here, it's right now.

[GRAPHIC ON SCREEN: Perspectives From WF]

As the AI boom continues to unfold, there’s unprecedented demand for resources and capital to realize the technology’s potential. What are the challenges and opportunities ahead across the AI ecosystem?

Tim O’Hara, head of banking for WF Corporate and Investment Banking, leads a roundtable discussion with colleagues Sarah Kanes, head of data center investment banking; Rachel Jinich, head of specialty real estate finance; Brian Gudofsky, head of technology, media, and telecom banking; and Fadi Aboosh, managing director in infrastructure fund coverage.

Together, they explore how companies and investors can meet the moment.

## Perspectives From Wells Fargo

Learn more about financing the next frontier of AI

Watch now
‍

## Meet our Bankers

### Tim O’Hara

Head of Banking

### Sarah Kanes

Head of Data Center Investment

### Fadi Aboosh

Managing Director in Infrastructure Fund Coverage

### Rachel Jinich

Head of Specialty Real Estate Finance

### Brian Gudofsky

Head of Technology, Media, Telecom Banking
‍

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### What’s Ahead in M&A

After a banner 2025, our Mergers & Acquisitions leaders share their outlook for 2026.

Read more (PDF) >

### Deal Feature

Mergers & Acquisitions

Netflix to acquire Warner Bros.

$82.7 billion

WF acted as Left Lead Arranger and Financial Advisor to Netflix

December 2025

Read press release >

Bloomberg commentary (PDF) >

See more deals >

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WF has provided this link for your convenience, but does not endorse and is not responsible for the products, services, content, links, privacy policy, or security policy of this website.

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You are leaving # and entering a website that WF does not control.

WF has provided this link for your convenience, but does not endorse and is not responsible for the products, services, content, links, privacy policy, or security policy of this website.

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