Apollo Global Management President Jim Zelter said compute capacity and energy supply will continue to constrain the artificial intelligence sector as investment in AI keeps accelerating. In remarks cited by Bloomberg, Zelter pointed to those two factors as ongoing bottlenecks for the industry. He also discussed Apollo’s positioning in AI and data centers, his view on the U.S. economic outlook, the growing role of private capital in defense, and investment opportunities in Europe and the U.K. The comments were reported by Techub News as a brief market update.
Apollo Global Management President Jim Zelter said compute capacity and energy will continue to be bottlenecks for the artificial intelligence sector as the investment boom in AI accelerates.
In a conversation with Bloomberg, Zelter also discussed Apollo’s positioning in AI and data centers, the outlook for the U.S. economy, the growing role of private capital in defense, and investment opportunities in Europe and the U.K.
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