The Bridge Ep. 29: Who is Funding the AI Buildout?

Episode 29 of iCapital's The Bridge features iCapital chief investment strategist Sonali Basak speaking with Winfield Sickles of Blackstone about who is funding the AI buildout. The description frames AI as dependent on power, data centers, chips, skilled labor and large amounts of capital, and says the conversation covers where capital could flow as AI moves from adoption to diffusion. It also notes ripple effects such as employee retraining, compute bottlenecks and rising electricity demand.

1. The episode describes AI as running on power, data centers, chips, skilled labor and large amounts of capital, not just algorithms.
2. It cites employee retraining, compute bottlenecks and surging electricity demand as effects extending beyond Silicon Valley.
3. The description says private markets could have a front-row seat in financing what comes next.
4. The conversation focuses on where capital could flow as AI moves from adoption to diffusion.