跳到正文
Bloomberg：Technology·· 3 小时前AI 评分34

JPMorgan 高管 Jared Gross：AI 基建是繁荣而非泡沫

AI Buildout is Boom 'Not Bubble,' Says Jared Gross

AI 导读

JPMorgan Asset Management 机构投资组合策略主管 Jared Gross 认为，AI 基建扩张是繁荣而非泡沫。当前信贷市场因 AI 军备竞赛融资潮中不断涌现的大额债务交易而再度紧张，Gross 就此讨论了 AI 资产配置问题。

正文

Skip to content

Bloomberg the Company & Its Products The Company & its ProductsBloomberg Terminal Demo RequestBloomberg Anywhere Remote Login Bloomberg Anywhere LoginBloomberg Customer Support Customer Support

  • Bloomberg

Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world

For Customers

*   [Bloomberg Anywhere Remote Login](https://bba.bloomberg.net/?utm_source=bloomberg-menu&utm_medium=bcom)
*   [Software Updates](https://www.bloomberg.com/professional/support/customer-support/software-updates/?utm_source=bloomberg-menu&utm_medium=bcom)
*   [Manage Products and Account Information](https://service.bloomberg.com/portal/sessions/new?utm_source=bloomberg-menu&utm_medium=bcom)

Support

Americas+1 212 318 2000

EMEA+44 20 7330 7500

Asia Pacific+65 6212 1000

Communications

*   [Press Announcements](https://www.bloomberg.com/company/announcements/?utm_source=bloomberg-menu&utm_medium=bcom)
*   [Press Contacts](https://www.bloomberg.com/company/press-contacts/?utm_source=bloomberg-menu&utm_medium=bcom)

Follow

*   [Facebook](https://www.facebook.com/Bloomberglp)
*   [Instagram](https://www.instagram.com/bloomberg/)
*   [LinkedIn](https://www.linkedin.com/company/2494)
*   [YouTube](https://www.youtube.com/@bloomberglp)

Industry Products

*   [Bloomberg Law](https://pro.bloomberglaw.com/?utm_source=bloomberg-menu&utm_medium=bcom)
*   [Bloomberg Tax](https://pro.bloombergtax.com/?utm_source=bloomberg-menu&utm_medium=bcom)
*   [Bloomberg Government](https://about.bgov.com/?utm_source=bloomberg-menu&utm_medium=bcom)
*   [BloombergNEF](https://about.bnef.com/?utm_source=bloomberg-menu&utm_medium=bcom)

Media Services

*   [Bloomberg Media Distribution](https://www.bloomberg.com/distribution?utm_source=bloomberg-menu&utm_medium=bcom)
*   [Advertising](https://www.bloombergmedia.com/?utm_source=bloomberg-menu&utm_medium=bcom)

Communications

*   [Press Announcements](https://www.bloomberg.com/company/announcements/?utm_source=bloomberg-menu&utm_medium=bcom)
*   [Press Contacts](https://www.bloomberg.com/company/press-contacts/?utm_source=bloomberg-menu&utm_medium=bcom)

Follow

*   [Facebook](https://www.facebook.com/Bloomberglp)
*   [Instagram](https://www.instagram.com/bloomberg/)
*   [LinkedIn](https://www.linkedin.com/company/2494)
*   [YouTube](https://www.youtube.com/@bloomberglp)

Industry Products

*   [Bloomberg Law](https://pro.bloomberglaw.com/?utm_source=bloomberg-menu&utm_medium=bcom)
*   [Bloomberg Tax](https://pro.bloombergtax.com/?utm_source=bloomberg-menu&utm_medium=bcom)
*   [Bloomberg Government](https://about.bgov.com/?utm_source=bloomberg-menu&utm_medium=bcom)
*   [BloombergNEF](https://about.bnef.com/?utm_source=bloomberg-menu&utm_medium=bcom)

Media Services

*   [Bloomberg Media Distribution](https://www.bloomberg.com/distribution?utm_source=bloomberg-menu&utm_medium=bcom)
*   [Advertising](https://www.bloombergmedia.com/?utm_source=bloomberg-menu&utm_medium=bcom)

  • Bloomberg

Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world

For Customers

*   [Bloomberg Anywhere Remote Login](https://bba.bloomberg.net/?utm_source=bloomberg-menu&utm_medium=bcom)
*   [Software Updates](https://www.bloomberg.com/professional/support/customer-support/software-updates/?utm_source=bloomberg-menu&utm_medium=bcom)
*   [Manage Contracts and Orders](https://service.bloomberg.com/portal/sessions/new?utm_source=bloomberg-menu&utm_medium=bcom)

Support

Americas+1 212 318 2000

EMEA+44 20 7330 7500

Asia Pacific+65 6212 1000

Sign InSubscribe

Live TV

US Edition

Subscribe

Video 1

Image 1

AI Buildout is Boom 'Not Bubble,' Says Jared Gross

Video Player is loading.

Mute

Current Time 0:00

Loaded: 0%

0:00

1x

Playback Rate

  • 2x

  • 1.75x

  • 1.5x

  • 1.25x

  • 1x, selected

  • 0.75x

  • 0.5x

  • 0.25x

  • captions off, selected

Sorry, something went wrong

Check your internet connection or refresh the page.

Try Again

Ad 0:00

Oct 9th, 2026

AI Buildout is Boom 'Not Bubble,' Says Jared Gross

Credit markets are again becoming jittery over the prospects of more mega debt deals hitting a market already flush with financings to pay for the AI arms race. Jared Gross, Head of Institutional Portfolio Strategy at JPMorgan Asset Management, discusses AI asset allocation and why he believes the AI buildout is indeed a boom, not a bubble.

Playlist

  1. AI Buildout is Boom 'Not Bubble,' Says Jared Gross Now Playing

  2. Hochstein Says There's a 'Secret War' in Iran Duration:3:58

  3. BlackRock’s Rieder on Yield Curve, Federal Reserve Rate Hikes Duration:14:37

  4. BofA Says Bonds May Outperform Stocks in Next Decade Duration:2:30

  5. How India Can Turn Its Culture into Economic Power | Emerging Duration:39:19

  6. Azadeh Moaveni Says Melania Trump Is Misunderstood Duration:37:02

  7. How AI Is Upending the World of Mathematics Duration:61:42

  8. Will Trump & Republicans Get ‘Absolutely Hammered’ in US Midterm Elections? Duration:7:51

  9. Musalem Signals Fed Rates Should Rise Over Next Six-to-Nine Months Duration:2:09

  10. IMF Chief Warns Governments to Act Now on Record Debt Duration:6:33

  11. JPMorgan's Dimon Weighs In on AI Boom, Bond Selloff and UK Banks Duration:14:55

  12. JPMorgan Private Bank Says AI Set to Drive Strong Earnings Duration:1:40

  13. Crude Prices, Bond Yields Climb on Fears of Middle East Escalation Duration:144:21

  14. Ellison Family Invests About $17 Billion in Warner Bros. Takeover Duration:3:27

  15. Wall Street Profits Could Top $90 Billion, Says State Comptroller Duration:7:51

  16. Will OpenAI Revenue Reset Stop AI Demand? Duration:2:23

Top Video

Explore More

Image 2: Iran, Middle East Stirring Up Ahead of Midterms, Says BI’s Sanders Duration:4:44 ### Iran, Middle East Stirring Up Ahead of Midterms, Says BI’s Sanders

Image 3: Delta Demand Looks Good Despite Fuel Prices, Jeffries Analyst Says Duration:1:29 ### Delta Demand Looks Good Despite Fuel Prices, Jeffries Analyst Says

Image 4: We Want to 'Dominate' US: Revolut's Storonsky Exclusive Duration:10:17 ### We Want to 'Dominate' US: Revolut's Storonsky #### Bloomberg Tech: Europe

Image 5: NYC Mayor Mamdani Says ICE 'Makes Us Less Safe' Duration:0:27 ### NYC Mayor Mamdani Says ICE 'Makes Us Less Safe'

Image 6: DHS Chief Mullin Says Man Shot by ICE Knew He Was Wanted Duration:0:28 ### DHS Chief Mullin Says Man Shot by ICE Knew He Was Wanted #### Balance of Power

Image 7: Flash Floods, Mudslides Sweep Through Chile's Capital Duration:1:27 ### Flash Floods, Mudslides Sweep Through Chile's Capital

Image 8: Britain’s Great Wealth Dilemma Duration:5:50 ### Britain’s Great Wealth Dilemma #### The Context

Image 9: Nobel Peace Prize Goes to Jurist Navi Pillay Duration:1:47 ### Nobel Peace Prize Goes to Jurist Navi Pillay

Image 10: Money Doesn’t Want to Leave Equities, Says Baird Strategas’ Verrone Duration:2:08 ### Money Doesn’t Want to Leave Equities, Says Baird Strategas’ Verrone

Image 11: Why Bollywood Hasn't Matched Hollywood's Global Reach Duration:3:07 ### Why Bollywood Hasn't Matched Hollywood's Global Reach

Image 12: Goldman Says Investors to Shift Focus to AI Monetization Duration:1:54 ### Goldman Says Investors to Shift Focus to AI Monetization

Image 13: Why China Generates Too Much Power Duration:11:38 ### Why China Generates Too Much Power

Available on:

Listen on Apple TVListen on RokuListen on Samsung TVListen on Fire TVListen on Android TVListen on Rakuten TVListen on Haystack News

Watch BTV in your area:

Channel Finder

Terms of ServiceDo Not Sell or Share My Personal InformationTrademarksPrivacy Policy

CareersAdvertise

Ad Choices

Help©2026 Bloomberg L.P. All Rights Reserved.

We've updated our terms

By accepting, you agree to our updated Terms of Service, including the arbitration provision and class action waiver. You understand that we process your information as described in the Privacy Policy, which may include sharing information about your use of Bloomberg.com with third parties. Accepting does not affect your right to opt-out at any time via the Do Not Sell or Share My Personal Information link in the website footer.

Accept

Image 18

来源：Bloomberg：Technology · bloomberg.com

大佬观点#大佬观点