Where’s the Beef? Blackstone's Jon Gray on the payoff from the enormous AI CapEx spend

Skeptics question whether significant investments in AI CapEx will deliver for investors. Blackstone President & COO Jon Gray addresses that question in a presentation to more than 100 top investors.

Drawing on proprietary data from Blackstone's own portfolio, Jon argues that AI deployment is already translating into significant on-the-ground results for companies, including measurable productivity gains, revenue growth, and operational improvements.

These benefits are leading to rapidly accelerating demand for AI. At the same time, supply constraints across power, chips, and data centers create a fundamental shortage, supporting the significant ongoing investment we see today.

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