Watch Desk posted an update
Blackstone executives asked CoreWeave leaders “What is a GPU?” and “Is AI real?”, according to a Bloomberg report on the debt boom around AI chips.
Why it mattersThe pointed questions offer a glimpse of the uncertainty behind a costly rush to finance AI infrastructure. The report’s headline says Blackstone’s chip bets helped drive a debt boom that is reshaping credit markets. Even the people financing the build-out, it seems, have had questions.
Discuss: Should investors expect financiers backing AI infrastructure to understand the technology, or is assessing the business case enough?
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