AI Bubble Fears: Blackstone Says AI Debt Risk Is Overblown
Blackstone’s Jas Khaira says the panic over AI debt is overdone. Speaking at TechCrunch Disrupt, he argued that the borrowing behind data centers is far from a 2008-style threat, even as some AI infrastructure stocks slide.
The comments matter because Blackstone manages $1.3 trillion and has lent heavily to AI infrastructure firms. Treat his view as informed, but also as interested. Founders deciding how hard to lean on AI should read both sides of the AI bubble debate.
What Khaira Actually Said
Khaira leads Blackstone N1, the firm’s San Francisco hub for AI deals. He described…
The skinny
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