✉news TechnologySemiconductors first seen 1 d ago, last 8 h ago, peak #15

Ares CEO Says Firm Avoiding AI Chip Investments

Original: Ares CEO Says It’s Avoiding Backing AI Chips, Citing Complexity

Ares Management's chief executive says the alternative asset manager is steering clear of investing in AI chips, pointing to the complexity of the semiconductor business. The comment stands out amid heavy investor enthusiasm for artificial intelligence hardware, and may fuel debate over whether some parts of the AI supply chain are too specialised or volatile for mainstream credit and private equity investors.

Why now: Investors are scrutinising which firms are gaining exposure to the AI boom and which are deliberately staying out

Ares ManagementAI chipssemiconductor industry

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• Ares CEO Says It’s Avoiding Backing AI Chips, Citing Complexity · Bloomberg.com

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