Fearless of the "Trump headwind"? Blackstone's president: There is still a lot of room for growth in AI Datacenter demand!
① Blackstone Group President Jonathan Gray believes that although Trump's tariff policy may pose a threat to AI development, the demand for Datacenter will continue to grow; ② Gray pointed out that Datacenters controlled by the USA can alleviate security concerns and emphasized that the AI field is still in its early stages, with significant growth every year.
After ongoing fluctuations, the market may be nearing a directional choice, with the AI, Siasun Robot&Automation, and other Technology growth sectors likely to rebound.
Looking back at the market situation before the festival, the market has been in a state of fluctuating consolidation, and the atmosphere of market observation remains quite strong.
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① Apple issued bonds for the first time in two years; ② The Board of Directors of Berkshire Hathaway voted to appoint Abel as CEO, while Buffett continues as Chairman; ③ The reorganization plan of OpenAI had to change and will continue to be controlled by a nonprofit entity.
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The President and Chief Operating Officer of Blackstone: There is still significant growth potential in Datacenter demand.
Despite the threat posed by USA President Trump's tariff policies to the AI boom, Blackstone President and COO Jonathan Gray believes that there is still significant growth potential for Datacenter demand.
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