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Bloomberg:Technology·· 3 小时前AI 评分29

黑石总裁 Gray:AI 基础设施仍是「对的地方」

Blackstone's Gray Says AI Infrastructure Is 'Right Place to Be'

AI 导读

黑石总裁 Jon Gray 表示,即便资本成本上升,他仍看好 AI 基础设施建设的增长前景。Gray 在新德里 Bloomberg New Economy Forum 场边对 Yvonne Man 表示,与电信热潮时期人们在需求前就大举建设、杠杆高企不同,这次看起来和感觉都非常不一样。

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Oct 13th, 2026

Blackstone's Gray Says AI Infrastructure Is 'Right Place to Be'

Blackstone President Jon Gray says he is positive about the outlook for the artificial intelligence buildout even as the cost of capital rises. "When I look back at this versus other periods of access, like the telecom boom where people built supply ahead of demand, where there was a ton of leverage, this looks and feels very different," Gray tells Yvonne Man on the sidelines of the Bloomberg New Economy Forum in New Delhi.

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来源:Bloomberg:Technology · bloomberg.com