AI Buildout is Boom 'Not Bubble,' Says Jared Gross
THE SO WHAT
When JPMorgan’s institutional strategy desk frames the AI buildout as a boom rather than a bubble, it’s a signal that large allocators are treating data centers, power, and chips as long-term infrastructure, not a trade. Operators should expect capital to stay available for real assets, while pure-play AI software without infra leverage faces a higher bar.
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