EQT says portfolios that look diversified may still be exposed to the same underlying risks, including AI spending. CEO Per Franzen joins Bloomberg Open Interest to discuss potential overinvestment, strong demand for data-center capacity and how higher capital costs are shaping the buildout. He also weighs in on private-equity deal flow and returning cash to investors. (Source: Bloomberg)
EQT says portfolios that look diversified may still be exposed to the same underlying risks, including AI spending. CEO Per Franzen joins Bloomberg Open Interest to discuss potential overinvestment, strong demand for data-center capacity and how higher capital costs are shaping the buildout. He also weighs in on private-equity deal flow and returning cash to investors. (Source: Bloomberg)
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