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

Apollo Global Management President Jim Zelter said compute and energy will remain bottlenecks as the AI investment boom accelerates. He also discussed Apollo's exposure to AI and data centers, the US economy, and private capital's growing role in defense.

• Zelter named compute and energy as key constraints on AI growth
• Apollo discussed its exposure to AI and data centers
• Topics included the US economy, private capital in defense and European investment