Blackstone Group President refutes the AI bubble theory, stating that demand is growing in a 'parabolic' fashion
Gray argues that AI is fundamentally different from the 1990s telecom bubble, noting that demand exploded alongside capacity construction. He revealed that Blackstone's AI consulting firm Ode, co-founded with Anthropic, can no longer keep up with client demand.
Return to original text
A short introduction is retained here; the full text from the source website is not reposted. For specific wording and subsequent updates, please refer to the original article.
Open the original article on ITHome