---
title: "Blackstone's Gray Says AI Infrastructure Is 'Right Place to Be'"
slug: "blackstone-praesident-gray-ai-infrastruktur-ist-der-richtige-ort-fuer-kapital"
date: 2026-10-13
category: business
tags: []
language: en
sources_count: 1
featured: false
publisher: AInauten News
url: https://news.ainauten.com/en/story/blackstone-praesident-gray-ai-infrastruktur-ist-der-richtige-ort-fuer-kapital
---

# Blackstone's Gray Says AI Infrastructure Is 'Right Place to Be'

**Published**: 2026-10-13 | **Category**: business | **Sources**: 1

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## TL;DR

Blackstone President Jon Gray remains positive about the buildout of AI infrastructure even as the cost of capital rises.

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## Summary

Blackstone President Jon Gray remains positive about the buildout of AI infrastructure even as the cost of capital rises. Speaking to Bloomberg on the sidelines of the New Economy Forum in New Delhi, he compared the current cycle with the telecom boom. Back then, supply was built ahead of demand and financed with heavy leverage. Today's situation looks and feels very different to him. The summary of the video interview gives no figures on Blackstone's own investments.

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## Why it matters

Blackstone President Jon Gray remains positive about the buildout of AI infrastructure even as the cost of capital rises.

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## Key Points

- Blackstone President Jon Gray remains positive about the buildout of AI infrastructure even as the cost of capital rises.
- Speaking to Bloomberg on the sidelines of the New Economy Forum in New Delhi, he compared the current cycle with the telecom boom.
- Back then, supply was built ahead of demand and financed with heavy leverage.
- Today's situation looks and feels very different to him.
- The summary of the video interview gives no figures on Blackstone's own investments.

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## Nauti's Take

When one of the largest infrastructure investors sticks with data centers despite pricier capital, it points to stable demand and is an opportunity for everyone who depends on predictable AI capacity. The catch: Gray profits from the buildout, and on the same day the IMF warns about high valuations and debt in the sector. Read statements like this as positioning by an interested party and look for documented utilization figures in your own decisions.

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## FAQ

**Q:** What is Blackstone's Gray Says AI Infrastructure Is 'Right Place to Be' about?

**A:** Blackstone President Jon Gray remains positive about the buildout of AI infrastructure even as the cost of capital rises.

**Q:** Why does it matter?

**A:** Blackstone President Jon Gray remains positive about the buildout of AI infrastructure even as the cost of capital rises.

**Q:** What are the key takeaways?

**A:** Blackstone President Jon Gray remains positive about the buildout of AI infrastructure even as the cost of capital rises.. Speaking to Bloomberg on the sidelines of the New Economy Forum in New Delhi, he compared the current cycle with the telecom boom.. Back then, supply was built ahead of demand and financed with heavy leverage.

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## Related Topics

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## Sources

- [Blackstone's Gray Says AI Infrastructure Is 'Right Place to Be'](https://www.bloomberg.com/news/videos/2026-10-13/blackstone-s-gray-ai-infrastructure-right-place-to-be-video) - Bloomberg Technology

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## About This Article

This article is a synthesis of 1 sources, curated and summarized by AInauten News. We aggregate AI news from trusted sources and provide bilingual (German/English) coverage.

**Publisher**: [AInauten](https://www.ainauten.com) | **Site**: [news.ainauten.com](https://news.ainauten.com)

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*Last Updated: 2026-10-13*