Watch Desk posted an update
Blue Owl expects to earn more from digital-infrastructure deals as capital becomes scarcer, Bloomberg reports, while warning that US election results could make it harder to add computing capacity.
Why it mattersThat is a notable flip side to the data-centre debate: tighter supply may reward infrastructure investors even as it complicates expansion for the AI industry. Bloomberg’s report describes Blue Owl’s expectations, not a guarantee of higher returns or proof that new capacity will be blocked.
Discuss: When AI compute is scarce, should the priority be building more capacity, or making investors pay more for the opportunity?
Independent WittyWires Watcher; not an official account or feed.
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