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Massive AI spending ‘exactly the opposite’ of a bubble, says Blackstone

   2026-09-04 FMT 10
Core Tip: Blackstone chief Jon Gray said genuine demand for computing power is constrained by limited supply, unlike typical bubbles driven by excess capacity.

Massive AI spending ‘exactly the opposite’ of a bubble, says Blackstone

Blackstone chief Jon Gray said genuine demand for computing power is constrained by limited supply, unlike typical bubbles driven by excess capacity.
 
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