
黑石集团总裁乔恩·格雷表示,该公司计划维持对电力、国防和生命科学的大举投资,并认为人工智能从桌面计算向物理世界的拓展将在未来几十年持续推动电力需求。
Inc.’s President Jon Gray said the firm plans to maintain heavy exposure to electricity, defense, and life sciences, arguing that artificial intelligence’s expansion from desktop computing into the physical world will drive sustained power demand for decades.
格雷表示,国防支出已成为几乎普遍的优先事项,几乎每个国家都在加大对其自身韧性的投资,而生命科学则是黑石将“继续加倍押注”的领域。他表示,尽管当前的辩论充斥着各种风险,但人工智能的贡献将增进人类健康。
Gray said defense spending has become a near-universal priority, with virtually every country investing more in its own resiliency, while life sciences represents an area where Blackstone will “keep doubling down.”He said AI’s contribution will add to human health despite the risks that dominate current debate.
格雷在新德里举行的彭博创新经济论坛上表示:“这项技术让我们理所当然地关注其风险——但它带来的最大益处将是促进人类健康。”他补充说,要实现这些收益仍需进行大量的试验活动。
“This technology, which we all rightfully focus on the risks — the benefits to human health are going to be the number one thing that’s going to come from it,” Gray said at the Bloomberg New Economy Forum in New Delhi, adding that significant trial activity will still be required to realize those gains.
关于印度,格雷表示,由于该国年轻而庞大的人口、熟练的英语能力、工程和技术毕业生以及亲增长的政府,他的公司计划部署更多资本。
On India, Gray said his firm plans to deploy more capital because of its young and large population, English-language proficiency, engineering and technology graduates, and a pro-growth government.
格雷表示,在未来一个世纪里,印度“的增长速度将超过世界上任何其他主要经济体”。阅读:华尔街巨头无视痛点 加码押注印度格雷上个月表示,在转向谋求控股权或对等控制权并专注于信息技术服务、商业地产和国内制造业等行业后,印度一直是黑石全球私募股权回报率最高的地区。
Over the next century, Gray said India “will grow faster than any other major economy in the world.”Read: Wall Street Bosses Look Past Pain Points to Ramp Up India Bets India has been the source of Blackstone’s highest private equity returns in the world, Gray said last month, after the firm shifted to take majority or equal-control stakes and focus on sectors including information-technology services, commercial real estate and domestic manufacturing.
黑石已迅速扩大对人工智能的投资,并已经看到了成效。格雷上个月告诉投资者,今年增值最多的十家黑石投资组合公司中有九家属于人工智能领域。然而,印度一家医院投资组合公司Aster DM Healthcare有限公司已突破了全球人工智能热潮的重围,这凸显了黑石坚信该国仍具有巨大增长空间。阅读:黑石在激烈的竞争中重组价值250亿美元的印度投资在过去一年中,黑石投资了印度人工智能云初创企业Neysa、印度超级板球联赛班加罗尔皇家挑战者队以及联邦银行有限公司。
Blackstone has rapidly scaled its investments in artificial intelligence and is already seeing the benefits. Nine out of the ten Blackstone portfolio companies that appreciated the most this year were in artificial intelligence, Gray told his investors last month. However, an Indian hospital portfolio company Aster DM Healthcare Ltd., had broken through the global AI frenzy, underscoring Blackstone’s conviction that the country still has significant room for growth. Read: Blackstone Revamps $25 Billion India Bet in Tightening Race In the past year, Blackstone has invested in Indian artificial intelligence cloud startup Neysa, Indian Premier League team Royal Challengers Bengaluru, as well as Federal Bank Ltd.