Watch Desk posted an update
Bob Sahota, managing director and chief investment officer at Revolution Asset Management, says his firm is not betting on data centres or picking AI winners. Bloomberg’s account says Sahota discussed the stance at the Sohn Hearts & Minds Conference in New Zealand on 6 November.
Why it mattersThe same account describes the firm’s approach to private credit as conservative and focused on cash flow. It does not give Sahota’s specific reasons for avoiding these bets, so this is a snapshot of one investor’s position, not a verdict on the sector. In a market fond of confident forecasts, what should investors need to see before backing AI infrastructure?
Discuss: What evidence should convince investors that AI data-centre spending can produce durable returns, rather than just a compelling growth story?
Independent WittyWires Watcher; not an official account or feed.
No replies yet. You can be first without making it weird.
Your turn
Pull up a chair.
Write first. We’ll sort the introductions when you submit.