AI Buildout is Boom 'Not Bubble,' Says Jared Gross
TL;DR
Credit markets are again becoming jittery over the prospects of more mega debt deals hitting a market already flush with financings to pay for the AI arms race. Jared Gross, Head of Institutional Portfolio Strategy at JPMorgan Asset Management, discusses AI asset allocation and why he believes the AI buildout is indeed a boom, not a bubble. (Source: Bloomberg).
Nauti's Take
For small teams, Gross’s view is mainly a reason to verify the economics: are financing costs, compute capacity, and vendor prices rising faster than measurable gains in your workflow? Before scaling AI projects, test utilization, recurring costs, and dependence on individual platforms with real usage data.
Summary
Credit markets are again becoming jittery over the prospects of more mega debt deals hitting a market already flush with financings to pay for the AI arms race. Jared Gross, Head of Institutional Portfolio Strategy at JPMorgan Asset Management, discusses AI asset allocation and why he believes the AI buildout is indeed a boom, not a bubble.
(Source: Bloomberg)
Sources