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Blackstone President Jon Gray is dismissing AI bubble fears as the private equity giant aggressively scales its investments into digital infrastructure. With demand for physical AI capacity accelerating, Blackstone anchored CoreWeave's 8.5 billion dollar raise and launched a specialized division called Blackstone N1 alongside Google-backed cloud initiatives. While Blackstone generated nearly 24 percent revenue growth and 5.6 billion dollars in operational cash flow, Seeking Alpha's Quant Rating currently sits at a Hold due to momentum lagging at a D grade against an A minus in profitability. As massive capital flows into custom chips and cloud data centers, investors must weigh explosive long-term infrastructure tailwinds against near-term valuation metrics.
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