{"id":16896,"date":"2026-09-21T09:20:29","date_gmt":"2026-09-21T09:20:29","guid":{"rendered":"https:\/\/www.h2o-am.com\/?p=16896"},"modified":"2026-09-21T09:27:26","modified_gmt":"2026-09-21T09:27:26","slug":"podcast-thinkmacro-episode-10","status":"publish","type":"post","link":"https:\/\/www.h2o-am.com\/fr\/podcast-thinkmacro-episode-10\/","title":{"rendered":"Podcast ThinkMacro : Episode 10"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Dans cet \u00e9pisode, Vincent Chailley, Directeur des Investissements d&rsquo;H2O AM Group &amp; Monaco S.A.M., revient sur la bulle sp\u00e9culative que beaucoup redoutaient autour de l&rsquo;intelligence artificielle et des hyperscalers. Un an apr\u00e8s nos premi\u00e8res mises en garde, le march\u00e9 a \u00e9vit\u00e9 ce pi\u00e8ge : le cr\u00e9dit a repris ses esprits, les exc\u00e8s sur les fournisseurs se sont corrig\u00e9s, et la Fed a r\u00e9introduit une incertitude salutaire. Mais le risque ne s&rsquo;est pas dissip\u00e9, il s&rsquo;est d\u00e9plac\u00e9 : pour financer la course \u00e0 l&rsquo;IA, les g\u00e9ants technologiques s&rsquo;endettent d\u00e9sormais massivement, mettant sous pression les taux d&rsquo;int\u00e9r\u00eat et rendant toute l&rsquo;\u00e9conomie am\u00e9ricaine &#8211; Etat, m\u00e9nages et maintenant hyperscalers &#8211; d\u00e9pendante du co\u00fbt du capital.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-vimeo wp-block-embed-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Episode 10 : IA - Quand un risque en cache un autre\" src=\"https:\/\/player.vimeo.com\/video\/1227681675?h=5eca4c9450&amp;dnt=1&amp;app_id=122963\" width=\"800\" height=\"450\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><em><em>Ce podcast est distribu\u00e9 \u00e0 titre d&rsquo;information uniquement et ne constitue pas un conseil, une offre ou une invitation par ou au nom de H2O AM \u00e0 acheter ou vendre des titres, des instruments financiers connexes ou d&rsquo;autres produits, ou \u00e0 s&rsquo;engager dans une strat\u00e9gie de n\u00e9gociation dans une quelconque juridiction. Les analyses et opinions contenues dans ce document repr\u00e9sentent le point de vue du ou des auteurs r\u00e9f\u00e9renc\u00e9s \u00e0 la date indiqu\u00e9e et sont susceptibles d&rsquo;\u00eatre modifi\u00e9es sans pr\u00e9avis.<\/em><\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Avant d&rsquo;investir dans un produit, l&rsquo;investisseur doit bien comprendre les risques, y compris le risque de march\u00e9 associ\u00e9 \u00e0 l&rsquo;\u00e9metteur, les avantages financiers et l&rsquo;ad\u00e9quation de ces produits et consulter ses propres conseillers.<\/em>\u00a0<em>L&rsquo;investisseur doit \u00eatre conscient que la valeur d&rsquo;un investissement et les revenus qui en d\u00e9coulent peuvent \u00e9voluer \u00e0 la hausse comme \u00e0 la baisse et que les performances pass\u00e9es ne pr\u00e9jugent pas des performances futures.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Dans cet \u00e9pisode, Vincent Chailley, Directeur des Investissements d&rsquo;H2O AM Group &#038; Monaco S.A.M., revient sur la bulle sp\u00e9culative que beaucoup redoutaient autour de l&rsquo;intelligence artificielle et des hyperscalers.<\/p>\n","protected":false},"author":7,"featured_media":12891,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[81,228,229],"tags":[],"class_list":["post-16896","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-actualites","category-marches-fr","category-tous"],"acf":[],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 5.0.1.1 - aioseo.com -->\n\t<meta name=\"description\" content=\"Dans cet \u00e9pisode, Vincent Chailley, Directeur des Investissements d&#039;H2O AM Group &amp; Monaco S.A.M., revient sur la bulle sp\u00e9culative que beaucoup redoutaient autour de l&#039;intelligence artificielle et des hyperscalers.\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<meta name=\"author\" content=\"erwan.jettet@h2o-am.com\"\/>\n\t<link rel=\"canonical\" href=\"https:\/\/www.h2o-am.com\/fr\/podcast-thinkmacro-episode-10\/\" \/>\n\t<meta name=\"generator\" content=\"All in One SEO (AIOSEO) 5.0.1.1\" \/>\n\t\t<meta property=\"og:locale\" content=\"fr_FR\" \/>\n\t\t<meta property=\"og:site_name\" content=\"H2O Asset Management - An independent asset management company\" \/>\n\t\t<meta property=\"og:type\" content=\"article\" \/>\n\t\t<meta property=\"og:title\" content=\"Podcast ThinkMacro : Episode 10 - H2O Asset Management\" \/>\n\t\t<meta property=\"og:description\" content=\"Dans cet \u00e9pisode, Vincent Chailley, Directeur des Investissements d&#039;H2O AM Group &amp; Monaco S.A.M., revient sur la bulle sp\u00e9culative que beaucoup redoutaient autour de l&#039;intelligence artificielle et des hyperscalers.\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.h2o-am.com\/fr\/podcast-thinkmacro-episode-10\/\" \/>\n\t\t<meta property=\"og:image\" content=\"https:\/\/www.h2o-am.com\/wp-content\/uploads\/2024\/04\/2024-04-02.png\" \/>\n\t\t<meta property=\"og:image:secure_url\" content=\"https:\/\/www.h2o-am.com\/wp-content\/uploads\/2024\/04\/2024-04-02.png\" \/>\n\t\t<meta property=\"og:image:width\" content=\"1020\" \/>\n\t\t<meta property=\"og:image:height\" content=\"1020\" \/>\n\t\t<meta property=\"article:published_time\" content=\"2026-09-21T09:20:29+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2026-09-21T09:27:26+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n\t\t<meta name=\"twitter:title\" content=\"Podcast ThinkMacro : Episode 10 - H2O Asset Management\" \/>\n\t\t<meta name=\"twitter:description\" content=\"Dans cet \u00e9pisode, Vincent Chailley, Directeur des Investissements d&#039;H2O AM Group &amp; Monaco S.A.M., revient sur la bulle sp\u00e9culative que beaucoup redoutaient autour de l&#039;intelligence artificielle et des hyperscalers.\" \/>\n\t\t<meta name=\"twitter:image\" content=\"https:\/\/www.h2o-am.com\/wp-content\/uploads\/2024\/04\/2024-04-02.png\" \/>\n\t\t<script type=\"application\/ld+json\" class=\"aioseo-schema\">\n\t\t\t{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"BlogPosting\",\"@id\":\"https:\\\/\\\/www.h2o-am.com\\\/fr\\\/podcast-thinkmacro-episode-10\\\/#blogposting\",\"name\":\"Podcast ThinkMacro : Episode 10 - H2O Asset Management\",\"headline\":\"Podcast ThinkMacro : Episode 10\",\"author\":{\"@id\":\"https:\\\/\\\/www.h2o-am.com\\\/fr\\\/author\\\/erwan-jetteth2o-am-com\\\/#author\"},\"publisher\":{\"@id\":\"https:\\\/\\\/www.h2o-am.com\\\/fr\\\/#organization\"},\"image\":{\"@type\":\"ImageObject\",\"url\":\"https:\\\/\\\/www.h2o-am.com\\\/wp-content\\\/uploads\\\/2025\\\/07\\\/Podcast-banner-1.png\",\"width\":1280,\"height\":720},\"datePublished\":\"2026-09-21T09:20:29+00:00\",\"dateModified\":\"2026-09-21T09:27:26+00:00\",\"inLanguage\":\"fr-FR\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.h2o-am.com\\\/fr\\\/podcast-thinkmacro-episode-10\\\/#webpage\"},\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.h2o-am.com\\\/fr\\\/podcast-thinkmacro-episode-10\\\/#webpage\"},\"articleSection\":\"Actualit\\u00e9s, March\\u00e9s, Tous, Optional\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.h2o-am.com\\\/fr\\\/podcast-thinkmacro-episode-10\\\/#breadcrumblist\",\"itemListElement\":[{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.h2o-am.com\\\/fr\\\/#listItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.h2o-am.com\\\/fr\\\/\",\"nextItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.h2o-am.com\\\/fr\\\/category\\\/actualites\\\/#listItem\",\"name\":\"Actualit\\u00e9s\"}},{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.h2o-am.com\\\/fr\\\/category\\\/actualites\\\/#listItem\",\"position\":2,\"name\":\"Actualit\\u00e9s\",\"item\":\"https:\\\/\\\/www.h2o-am.com\\\/fr\\\/category\\\/actualites\\\/\",\"nextItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.h2o-am.com\\\/fr\\\/podcast-thinkmacro-episode-10\\\/#listItem\",\"name\":\"Podcast ThinkMacro : Episode 10\"},\"previousItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.h2o-am.com\\\/fr\\\/#listItem\",\"name\":\"Home\"}},{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.h2o-am.com\\\/fr\\\/podcast-thinkmacro-episode-10\\\/#listItem\",\"position\":3,\"name\":\"Podcast ThinkMacro : Episode 10\",\"previousItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.h2o-am.com\\\/fr\\\/category\\\/actualites\\\/#listItem\",\"name\":\"Actualit\\u00e9s\"}}]},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/www.h2o-am.com\\\/fr\\\/#organization\",\"name\":\"H2O Asset Management\",\"description\":\"An independent asset management company\",\"url\":\"https:\\\/\\\/www.h2o-am.com\\\/fr\\\/\",\"telephone\":\"+442072921600\",\"logo\":{\"@type\":\"ImageObject\",\"url\":\"https:\\\/\\\/www.h2o-am.com\\\/wp-content\\\/uploads\\\/2024\\\/04\\\/2024-04-02.png\",\"@id\":\"https:\\\/\\\/www.h2o-am.com\\\/fr\\\/podcast-thinkmacro-episode-10\\\/#organizationLogo\",\"width\":1020,\"height\":1020},\"image\":{\"@id\":\"https:\\\/\\\/www.h2o-am.com\\\/fr\\\/podcast-thinkmacro-episode-10\\\/#organizationLogo\"},\"sameAs\":[\"https:\\\/\\\/www.youtube.com\\\/channel\\\/UCsydI_gdwIJG1EWNlyv59HA\",\"https:\\\/\\\/www.linkedin.com\\\/company\\\/h2o-am-llp\\\/\"]},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/www.h2o-am.com\\\/fr\\\/author\\\/erwan-jetteth2o-am-com\\\/#author\",\"url\":\"https:\\\/\\\/www.h2o-am.com\\\/fr\\\/author\\\/erwan-jetteth2o-am-com\\\/\",\"name\":\"erwan.jettet@h2o-am.com\",\"image\":{\"@type\":\"ImageObject\",\"@id\":\"https:\\\/\\\/www.h2o-am.com\\\/fr\\\/podcast-thinkmacro-episode-10\\\/#authorImage\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/02b96dc3d0dac2d76cad4584228ae05a01738ad35713df257ffe9e7bbd774057?s=96&d=mm&r=g\",\"width\":96,\"height\":96,\"caption\":\"erwan.jettet@h2o-am.com\"}},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.h2o-am.com\\\/fr\\\/podcast-thinkmacro-episode-10\\\/#webpage\",\"url\":\"https:\\\/\\\/www.h2o-am.com\\\/fr\\\/podcast-thinkmacro-episode-10\\\/\",\"name\":\"Podcast ThinkMacro : Episode 10 - H2O Asset Management\",\"description\":\"Dans cet \\u00e9pisode, Vincent Chailley, Directeur des Investissements d'H2O AM Group & Monaco S.A.M., revient sur la bulle sp\\u00e9culative que beaucoup redoutaient autour de l'intelligence artificielle et des hyperscalers.\",\"inLanguage\":\"fr-FR\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.h2o-am.com\\\/fr\\\/#website\"},\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.h2o-am.com\\\/fr\\\/podcast-thinkmacro-episode-10\\\/#breadcrumblist\"},\"author\":{\"@id\":\"https:\\\/\\\/www.h2o-am.com\\\/fr\\\/author\\\/erwan-jetteth2o-am-com\\\/#author\"},\"creator\":{\"@id\":\"https:\\\/\\\/www.h2o-am.com\\\/fr\\\/author\\\/erwan-jetteth2o-am-com\\\/#author\"},\"image\":{\"@type\":\"ImageObject\",\"url\":\"https:\\\/\\\/www.h2o-am.com\\\/wp-content\\\/uploads\\\/2025\\\/07\\\/Podcast-banner-1.png\",\"@id\":\"https:\\\/\\\/www.h2o-am.com\\\/fr\\\/podcast-thinkmacro-episode-10\\\/#mainImage\",\"width\":1280,\"height\":720},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.h2o-am.com\\\/fr\\\/podcast-thinkmacro-episode-10\\\/#mainImage\"},\"datePublished\":\"2026-09-21T09:20:29+00:00\",\"dateModified\":\"2026-09-21T09:27:26+00:00\"},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.h2o-am.com\\\/fr\\\/#website\",\"url\":\"https:\\\/\\\/www.h2o-am.com\\\/fr\\\/\",\"name\":\"H2O Asset Management\",\"description\":\"An independent asset management company\",\"inLanguage\":\"fr-FR\",\"publisher\":{\"@id\":\"https:\\\/\\\/www.h2o-am.com\\\/fr\\\/#organization\"}}]}\n\t\t<\/script>\n\t\t<!-- All in One SEO -->\n\n","aioseo_head_json":{"title":"Podcast ThinkMacro : Episode 10 - H2O Asset Management","description":"Dans cet \u00e9pisode, Vincent Chailley, Directeur des Investissements d'H2O AM Group & Monaco S.A.M., revient sur la bulle sp\u00e9culative que beaucoup redoutaient autour de l'intelligence artificielle et des hyperscalers.","canonical_url":"https:\/\/www.h2o-am.com\/fr\/podcast-thinkmacro-episode-10\/","robots":"max-image-preview:large","keywords":"","webmasterTools":{"miscellaneous":""},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"BlogPosting","@id":"https:\/\/www.h2o-am.com\/fr\/podcast-thinkmacro-episode-10\/#blogposting","name":"Podcast ThinkMacro : Episode 10 - H2O Asset Management","headline":"Podcast ThinkMacro : Episode 10","author":{"@id":"https:\/\/www.h2o-am.com\/fr\/author\/erwan-jetteth2o-am-com\/#author"},"publisher":{"@id":"https:\/\/www.h2o-am.com\/fr\/#organization"},"image":{"@type":"ImageObject","url":"https:\/\/www.h2o-am.com\/wp-content\/uploads\/2025\/07\/Podcast-banner-1.png","width":1280,"height":720},"datePublished":"2026-09-21T09:20:29+00:00","dateModified":"2026-09-21T09:27:26+00:00","inLanguage":"fr-FR","mainEntityOfPage":{"@id":"https:\/\/www.h2o-am.com\/fr\/podcast-thinkmacro-episode-10\/#webpage"},"isPartOf":{"@id":"https:\/\/www.h2o-am.com\/fr\/podcast-thinkmacro-episode-10\/#webpage"},"articleSection":"Actualit\u00e9s, March\u00e9s, Tous, Optional"},{"@type":"BreadcrumbList","@id":"https:\/\/www.h2o-am.com\/fr\/podcast-thinkmacro-episode-10\/#breadcrumblist","itemListElement":[{"@type":"ListItem","@id":"https:\/\/www.h2o-am.com\/fr\/#listItem","position":1,"name":"Home","item":"https:\/\/www.h2o-am.com\/fr\/","nextItem":{"@type":"ListItem","@id":"https:\/\/www.h2o-am.com\/fr\/category\/actualites\/#listItem","name":"Actualit\u00e9s"}},{"@type":"ListItem","@id":"https:\/\/www.h2o-am.com\/fr\/category\/actualites\/#listItem","position":2,"name":"Actualit\u00e9s","item":"https:\/\/www.h2o-am.com\/fr\/category\/actualites\/","nextItem":{"@type":"ListItem","@id":"https:\/\/www.h2o-am.com\/fr\/podcast-thinkmacro-episode-10\/#listItem","name":"Podcast ThinkMacro : Episode 10"},"previousItem":{"@type":"ListItem","@id":"https:\/\/www.h2o-am.com\/fr\/#listItem","name":"Home"}},{"@type":"ListItem","@id":"https:\/\/www.h2o-am.com\/fr\/podcast-thinkmacro-episode-10\/#listItem","position":3,"name":"Podcast ThinkMacro : Episode 10","previousItem":{"@type":"ListItem","@id":"https:\/\/www.h2o-am.com\/fr\/category\/actualites\/#listItem","name":"Actualit\u00e9s"}}]},{"@type":"Organization","@id":"https:\/\/www.h2o-am.com\/fr\/#organization","name":"H2O Asset Management","description":"An independent asset management company","url":"https:\/\/www.h2o-am.com\/fr\/","telephone":"+442072921600","logo":{"@type":"ImageObject","url":"https:\/\/www.h2o-am.com\/wp-content\/uploads\/2024\/04\/2024-04-02.png","@id":"https:\/\/www.h2o-am.com\/fr\/podcast-thinkmacro-episode-10\/#organizationLogo","width":1020,"height":1020},"image":{"@id":"https:\/\/www.h2o-am.com\/fr\/podcast-thinkmacro-episode-10\/#organizationLogo"},"sameAs":["https:\/\/www.youtube.com\/channel\/UCsydI_gdwIJG1EWNlyv59HA","https:\/\/www.linkedin.com\/company\/h2o-am-llp\/"]},{"@type":"Person","@id":"https:\/\/www.h2o-am.com\/fr\/author\/erwan-jetteth2o-am-com\/#author","url":"https:\/\/www.h2o-am.com\/fr\/author\/erwan-jetteth2o-am-com\/","name":"erwan.jettet@h2o-am.com","image":{"@type":"ImageObject","@id":"https:\/\/www.h2o-am.com\/fr\/podcast-thinkmacro-episode-10\/#authorImage","url":"https:\/\/secure.gravatar.com\/avatar\/02b96dc3d0dac2d76cad4584228ae05a01738ad35713df257ffe9e7bbd774057?s=96&d=mm&r=g","width":96,"height":96,"caption":"erwan.jettet@h2o-am.com"}},{"@type":"WebPage","@id":"https:\/\/www.h2o-am.com\/fr\/podcast-thinkmacro-episode-10\/#webpage","url":"https:\/\/www.h2o-am.com\/fr\/podcast-thinkmacro-episode-10\/","name":"Podcast ThinkMacro : Episode 10 - H2O Asset Management","description":"Dans cet \u00e9pisode, Vincent Chailley, Directeur des Investissements d'H2O AM Group & Monaco S.A.M., revient sur la bulle sp\u00e9culative que beaucoup redoutaient autour de l'intelligence artificielle et des hyperscalers.","inLanguage":"fr-FR","isPartOf":{"@id":"https:\/\/www.h2o-am.com\/fr\/#website"},"breadcrumb":{"@id":"https:\/\/www.h2o-am.com\/fr\/podcast-thinkmacro-episode-10\/#breadcrumblist"},"author":{"@id":"https:\/\/www.h2o-am.com\/fr\/author\/erwan-jetteth2o-am-com\/#author"},"creator":{"@id":"https:\/\/www.h2o-am.com\/fr\/author\/erwan-jetteth2o-am-com\/#author"},"image":{"@type":"ImageObject","url":"https:\/\/www.h2o-am.com\/wp-content\/uploads\/2025\/07\/Podcast-banner-1.png","@id":"https:\/\/www.h2o-am.com\/fr\/podcast-thinkmacro-episode-10\/#mainImage","width":1280,"height":720},"primaryImageOfPage":{"@id":"https:\/\/www.h2o-am.com\/fr\/podcast-thinkmacro-episode-10\/#mainImage"},"datePublished":"2026-09-21T09:20:29+00:00","dateModified":"2026-09-21T09:27:26+00:00"},{"@type":"WebSite","@id":"https:\/\/www.h2o-am.com\/fr\/#website","url":"https:\/\/www.h2o-am.com\/fr\/","name":"H2O Asset Management","description":"An independent asset management company","inLanguage":"fr-FR","publisher":{"@id":"https:\/\/www.h2o-am.com\/fr\/#organization"}}]},"og:locale":"fr_FR","og:site_name":"H2O Asset Management - An independent asset management company","og:type":"article","og:title":"Podcast ThinkMacro : Episode 10 - H2O Asset Management","og:description":"Dans cet \u00e9pisode, Vincent Chailley, Directeur des Investissements d'H2O AM Group &amp; Monaco S.A.M., revient sur la bulle sp\u00e9culative que beaucoup redoutaient autour de l'intelligence artificielle et des hyperscalers.","og:url":"https:\/\/www.h2o-am.com\/fr\/podcast-thinkmacro-episode-10\/","og:image":"https:\/\/www.h2o-am.com\/wp-content\/uploads\/2024\/04\/2024-04-02.png","og:image:secure_url":"https:\/\/www.h2o-am.com\/wp-content\/uploads\/2024\/04\/2024-04-02.png","og:image:width":1020,"og:image:height":1020,"article:published_time":"2026-09-21T09:20:29+00:00","article:modified_time":"2026-09-21T09:27:26+00:00","twitter:card":"summary_large_image","twitter:title":"Podcast ThinkMacro : Episode 10 - H2O Asset Management","twitter:description":"Dans cet \u00e9pisode, Vincent Chailley, Directeur des Investissements d'H2O AM Group &amp; Monaco S.A.M., revient sur la bulle sp\u00e9culative que beaucoup redoutaient autour de l'intelligence artificielle et des hyperscalers.","twitter:image":"https:\/\/www.h2o-am.com\/wp-content\/uploads\/2024\/04\/2024-04-02.png"},"aioseo_meta_data":{"post_id":"16896","title":null,"description":null,"keywords":null,"keyphrases":{"focus":{"keyphrase":"","score":0,"analysis":{"keyphraseInTitle":{"score":0,"maxScore":9,"error":1}}},"additional":[]},"primary_term":null,"canonical_url":null,"og_title":null,"og_description":null,"og_object_type":"default","og_image_type":"default","og_image_url":null,"og_image_width":null,"og_image_height":null,"og_image_custom_url":null,"og_image_custom_fields":null,"og_video":"","og_custom_url":null,"og_article_section":null,"og_article_tags":null,"twitter_use_og":false,"twitter_card":"default","twitter_image_type":"default","twitter_image_url":null,"twitter_image_custom_url":null,"twitter_image_custom_fields":null,"twitter_title":null,"twitter_description":null,"schema":{"blockGraphs":[],"customGraphs":[],"default":{"data":{"Article":[],"Course":[],"Dataset":[],"FAQPage":[],"Movie":[],"Person":[],"Product":[],"ProductReview":[],"Car":[],"Recipe":[],"Service":[],"SoftwareApplication":[],"WebPage":[]},"graphName":"BlogPosting","isEnabled":true},"graphs":[]},"schema_type":"default","schema_type_options":null,"pillar_content":false,"robots_default":true,"robots_noindex":false,"robots_noarchive":false,"robots_nosnippet":false,"robots_nofollow":false,"robots_noimageindex":false,"robots_noodp":false,"robots_notranslate":false,"robots_max_snippet":"-1","robots_max_videopreview":"-1","robots_max_imagepreview":"large","priority":null,"frequency":"default","local_seo":null,"breadcrumb_settings":null,"limit_modified_date":false,"ai":{"faqs":[],"keyPoints":[],"schemas":[],"titles":[],"descriptions":[],"socialPosts":{"email":{"subject":"","preview":"","content":""},"linkedin":[],"twitter":[],"facebook":[],"instagram":[]}},"created":"2026-09-21 09:22:22","updated":"2026-09-21 09:28:26","seo_analyzer_scan_date":null,"focus_keyword":null,"additional_keywords":null,"truseo_locale":null},"aioseo_breadcrumb":"<div class=\"aioseo-breadcrumbs\"><span class=\"aioseo-breadcrumb\">\n\t\t\t<a href=\"https:\/\/www.h2o-am.com\/fr\/\" title=\"Home\">Home<\/a>\n\t\t<\/span><span class=\"aioseo-breadcrumb-separator\">&raquo;<\/span><span class=\"aioseo-breadcrumb\">\n\t\t\t<a href=\"https:\/\/www.h2o-am.com\/fr\/category\/actualites\/\" title=\"Actualit\u00e9s\">Actualit\u00e9s<\/a>\n\t\t<\/span><span class=\"aioseo-breadcrumb-separator\">&raquo;<\/span><span class=\"aioseo-breadcrumb\">\n\t\t\tPodcast ThinkMacro : Episode 10\n\t\t<\/span><\/div>","aioseo_breadcrumb_json":[{"label":"Home","link":"https:\/\/www.h2o-am.com\/fr\/"},{"label":"Actualit\u00e9s","link":"https:\/\/www.h2o-am.com\/fr\/category\/actualites\/"},{"label":"Podcast ThinkMacro : Episode 10","link":"https:\/\/www.h2o-am.com\/fr\/podcast-thinkmacro-episode-10\/"}],"_links":{"self":[{"href":"https:\/\/www.h2o-am.com\/fr\/wp-json\/wp\/v2\/posts\/16896","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.h2o-am.com\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.h2o-am.com\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.h2o-am.com\/fr\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/www.h2o-am.com\/fr\/wp-json\/wp\/v2\/comments?post=16896"}],"version-history":[{"count":2,"href":"https:\/\/www.h2o-am.com\/fr\/wp-json\/wp\/v2\/posts\/16896\/revisions"}],"predecessor-version":[{"id":16900,"href":"https:\/\/www.h2o-am.com\/fr\/wp-json\/wp\/v2\/posts\/16896\/revisions\/16900"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.h2o-am.com\/fr\/wp-json\/wp\/v2\/media\/12891"}],"wp:attachment":[{"href":"https:\/\/www.h2o-am.com\/fr\/wp-json\/wp\/v2\/media?parent=16896"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.h2o-am.com\/fr\/wp-json\/wp\/v2\/categories?post=16896"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.h2o-am.com\/fr\/wp-json\/wp\/v2\/tags?post=16896"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}