黑石总裁乔恩·格雷（Jon Gray）反驳了人工智能存在泡沫的观点，就在亿万富翁肯·格里芬（Ken Griffin）称投资者“几乎可以肯定”正处于泡沫中仅仅几天后。
Inc. President Jon Gray pushed back on the notion that there’s an AI bubble, just days after billionaire Ken Griffin said investors are “almost certainly” in the midst of one.
格雷周四在接受彭博电视台采访时表示：“当你想到泡沫时，你会想到先建设产能，然后希望需求到来。”他在黑石公布第三季度业绩后接受采访时说。“而对于AI，你是在建设产能，并希望能跟上需求。”他说，这与90年代电信泡沫等现象是“非常不同的动态”。格雷指出，黑石与Anthropic PBC合作创建了一家名为Ode的AI咨询公司。
“When you think about a bubble, you think about building capacity and then hoping the demand comes,” Gray said in an interview with Bloomberg TV Thursday after the firm reported its third-quarter results. “With AI, you’re building capacity, and you’re hoping you can keep up with the demand.”It’s “a very different dynamic” from phenomena such as the 1990s telecom bubble, he said. Gray pointed to an AI consulting firm Blackstone created with Anthropic PBC called Ode.
他说：“我们跟不上客户需求。”他补充道：“需求几乎呈抛物线式增长。”56岁的格雷正将AI作为他职业生涯中最大的赌注，他已积累起2000亿美元的数据中心帝国，并将AI嵌入黑石控制的数百家企业。但随着大量资金投入数据中心，一些投资者将对AI的狂热比作互联网泡沫破裂前的景象。
“We can’t keep up with customer demand,” he said. “Demand is almost parabolic.”Gray, 56, is making AI the biggest bet of his career, having amassed a $200 billion data-center empire and embedded AI into the hundreds of businesses Blackstone controls. But with the massive amount of spending going into data centers, some investors have likened the exuberance over AI to the lead-up to the dot-com crash.
据格雷称，黑石正致力于构建支撑AI繁荣所需的基础设施和长期资产。他在接受彭博社采访时承认，所谓的“新云”——以AI为先的云计算提供商，如CoreWeave Inc.——一直难以获得足够的融资。
For its part, Blackstone is pushing to build the infrastructure and long-term assets needed to power the AI boom, according to Gray. Speaking to Bloomberg, he acknowledged that so-called neoclouds — AI-first cloud computing providers like CoreWeave Inc. — have been struggling to obtain adequate financing.
他说：“新云的主营业务相当不错。”他补充道：“我认为这些新云将找到资金来源。”
“The main business for the neoclouds is quite good,” he said. “I think these neoclouds will find sources of capital.”