Bloomberg: Mike Dorrell on AI spending and solving key power bottlenecks
Stonepeak Chairman, CEO, and Co-Founder Mike Dorrell joined Dani Burger and Matt Miller on Bloomberg Television’s Open Interest to weigh in on the levels of AI spending today, how we’re evaluating the related investment risks and opportunities as infrastructure investors, and the keys to solving the power bottlenecks behind the buildout of data centers in the U.S.
“When you see this level of growth and this level of spending, common sense tells you there’s going to be speed bumps along the way,” he said. “And so as an infrastructure investor, what we’re trying to do is give investors a somewhat lower-risk way to play that trend.”