Apollo's Zelter Says Compute, Energy Will Be AI Bottlenecks
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Apollo Global Management President Jim Zelter says compute and energy will remain bottlenecks as the artificial intelligence investment boom accelerates. Speaking with Bloomberg's Francine Lacqua, Zelter discusses Apollo's exposure to AI and data centers, the outlook for the US economy, the growing role of private capital in defense, as well as European investment and the opportunities in the UK.