Blackstone President Rebuts AI Bubble Theory, Says Demand Is Growing "Parabolically"
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Blackstone President Jon Gray rebutted Ken Griffin's AI bubble theory, arguing that in the AI sector, capacity is being built while demand is being chased, which is entirely different from the telecommunications bubble of the 1990s. Citing Ode, an AI consulting company jointly founded by Blackstone and Anthropic, he said client demand is growing almost parabolically, and the company simply cannot keep up.
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2026-10-22 23:38 IT之家 - 潞源
IT之家 10 月 22 日消息，据彭博社今日消息，黑石集团总裁乔恩 · 格雷（Jon Gray）发话，反驳亿万富豪肯 · 格里芬前几天关于 AI 存在泡沫的说法。
格雷表示：“说到泡沫，你想到的是先建设产能，然后期待需求出现。但在人工智能领域，你是在建设产能，同时希望自己能够跟得上需求。”
IT之家注意到，这名总裁还认为，如今人工智能的需求，与上世纪 90 年代电信泡沫等现象是“截然不同的局面”。他提到黑石与 Anthropic 共同成立的 AI 咨询公司 Ode 时表示：“我们根本跟不上客户需求，这些需求近乎呈抛物线式增长。”