Ares Management CEO: We're not in an AI bubble
CNBC Television·2025-12-10 20:45
Yeah, back to your private credit question, there's a similar type of anxiety about the data center build and and capex and I I again I don't really see it. So if you zoom out and you look at the demand for data and the demand for data centers, it makes perfect sense just given the digitization of everything and we are years away from the demand overwhelming supply. When we think about this business, you can just look at the large hyperscalers alone and you have $300 billion dollars of capex demand this yea ...