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Gavin Baker, cio at Atreides Management, looks forward to an interview between Antonio Gracias and Jon Gray, president and chief operating officer of Blackstone, at an upcoming event in Austin, Texas, on November 17-18.
Baker notes that Blackstone is prioritizing artificial intelligence more than its peers and is playing an integral role in financing AI advancements.
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Baker has previously suggested that memory long-term agreements may remain durable and Nvidia could boost cloud revenue. He has also commented that markets may be overreacting to the widening of hyperscale credit spreads. Baker regularly shares views on technology trends affecting capital markets.