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TECHNOLOGY · Bloomberg

AI Bets Meet Higher Capital Costs

Published: 2026-11-05T16:40:57.000Z · 3-Minute Executive Summary

Bloomberg reports that 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. (Source: Bloomberg)