fromBusiness Insider
2 weeks agoA $25B credit investor says betting only on AI chips misses the bigger cycle
AI represents what Diameter Capital sees as a long-running, disruptive cycle - but buying the most obvious winners isn't the only way to play it, he said on the "Goldman Sachs Exchanges" podcast published on Friday. Diameter Capital, which manages approximately $25 billion in assets, has focused on where AI demand could create less obvious bottlenecks - and where those bottlenecks show up in credit markets.
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