Blackstone’s Jas Khaira says fears over AI-buildout debt are overblown
THE SO WHAT
If Blackstone is publicly downplaying AI-buildout debt risk, they’re signaling confidence that data center and compute assets will clear at higher utilization and pricing than skeptics expect. Infra-heavy AI projects can use this as cover to lock in long-dated capital now — but you still need contracted demand, not just hype, to justify leverage.
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