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Blackstone president disputes AI bubble claim, citing surging demand
Blackstone president Jon Gray pushed back against Ken Griffin’s view that AI is in a bubble, arguing that capacity is being built to keep pace with demand rather than in anticipation of it. He cited Ode, the AI consultancy jointly established by Blackstone and Anthropic, saying the company was struggling to keep up with rapidly growing customer demand.
What to know
- 01
Gray argued that current AI demand differs from conditions during the telecommunications bubble of the 1990s.
- 02
Gray pointed to rapidly growing customer demand at Ode as an example of a company struggling to keep pace.
Why it matters
Gray’s remarks link the AI bubble debate to capacity and customer demand, reflecting his assessment of industry conditions.
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