Apollo’s Zelter Says Compute, Energy Will Be AI Bottlenecks

source: news (news:bloomberg-tech)published 2026-10-06 22:05ingested 2026-10-07 02:55

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Oct 6th, 2026

Apollo’s Zelter Says Compute, Energy Will Be AI Bottlenecks

Apollo Global Management President Jim Zelter says compute and energy will remain bottlenecks as the artificial intelligence investment boom accelerates. Speaking with Bloomberg’s Francine Lacqua, Zelter discusses Apollo’s exposure to AI and data centers, the outlook for the US economy, the growing role of private capital in defense, as well as European investment and the opportunities in the UK.

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