TechBloomberg Tech55m ago
Why Australian Investor Isn't Betting on Data Centers, AI
TL;DRMajor investor avoids data center and AI bets, prefers cash-flow lending instead.
Why it matters: Signals skepticism about AI/datacenter valuations among sophisticated institutional investors betting big money.
Revolution Asset Management Managing Director and Chief Investment Office Bob Sahota discussed his firm’s conservative approach to private credit, emphasizing cash-flow based lending. He also discussed why the firm isn't betting on data centers or picking AI winners, on the…
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