Bloomberg Technology
Inside Blackstone’s Massive Bet on the AI Boom
Blackstone has built one of Wall Street’s broadest bets on AI, investing across the ecosystem from data centers, power and cooling to chip financing and companies including OpenAI, Anthropic and SpaceX. Bloomberg’s Preeti Singh explains how President and COO Jon Gray spotted the infrastructure opportunity early and why he sees AI as a generational economic…
Bloomberg Technology
Tech Mostly Higher After Democrats Win Control of Congress
Bloomberg’s Carol Massar takes a look at what a blue wave means for the tech sector after Democrats won control of the US House and Senate in the midterm elections. Plus, AMD’s forecast exceeds estimates as chip demand soars, showing the semiconductor supercycle still has legs. And the AI capital raise continues, as Meta kicks…
Bloomberg Technology
Data Center Buildout Could Help Energy Prices
Data centers can be assets to energy resources and the power grid, says Arushi Sharma Frank, founder and CEO of Luminary Strategies. The former US energy market policy lead at Tesla discusses how the midterm results could impact the AI buildout, and why Elon Musk’s plan to put data centers in space offers diversification for…
Bloomberg Technology
AI Buildout Faces Upheaval After US Election Rout
Democrat Gina Hinojosa’s win in the Texas governor’s race exemplifies the uphill battle the data center buildout could face in the wake of the midterms. Election results threaten to slow infrastructure development and hamper the pace of AI rollouts that companies are counting on to boost their bottom lines. Bloomberg’s Brody Ford joins Carol Massar…
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@raybod1775
October 15, 2026 at 6:33 pm
AI demand is high because $4 cost of compute is sold for $1. Corporations can only use in-house models for proprietary and personal information, not Anthropic or OpenAI.