Why Blackstone Thinks AI Bottlenecks Could Work in its Favor

T1Covered by 1 source · first reported by The Information (teasers) at 23 Oct, 00:01 UTC

Greetings! On their earnings calls earlier in the week, Meta Platforms and SpaceX delivered the same underlying message to investors: demand for AI is running ahead of the supply of AI compute. On Thursday, another important player in the AI ecosystem—Blackstone, the alternative asset management…

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• T1Why Blackstone Thinks AI Bottlenecks Could Work in its FavorThe Information (teasers)23 Oct, 00:01