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AI Bets Meet Higher Capital Costs

Bloomberg Technology Thursday 05 November 2026, 16:40 UTC 1 min read
Key Points

Bloomberg Open Interest Nov 5th, 2026 AI Bets Meet Higher Capital Costs As the cost of capital rises, David N. Miller says private markets still see opportunity, from flexible financing for hard-to-refinance assets to infrastructure beyond the AI boom. He discusses AI's long-term potential, concentration risks, and why selectivity matters for investors.

Bloomberg Open Interest Nov 5th, 2026 AI Bets Meet Higher Capital Costs As the cost of capital rises, David N. Miller says private markets still see opportunity, from flexible financing for hard-to-refinance assets to infrastructure beyond the AI boom. He discusses AI's long-term potential, concentration risks, and why selectivity matters for investors.
AI Bets Meet Higher Capital Costs Bloomberg Open Interest Nov 5th, (ORG) David N. Miller (PERSON) AI (ORG)
Originally published by Bloomberg Technology Read original →

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