Apollo Global Management, the leading private equity, real estate and private credit asset management firm could reach 450 billion USDs in market capitalization, if artificial intelligence, AI lives up to the current forecasts of many Wall Street research analysts, investors and Silicon Valley technologists and investors, according to Wolfteam Ltd.'s projections and estimates.
Apollo has invested large share of its private equity, real estate and private credit assets under management in AI technology companies, AI data centers and online merchandise infrastructure. Since only small part of Apollo's company investments are via equity and the much larger part is in debt, Apollo's AI investments are leveraged in nature. Add to this AI technology companies' operational leverage and if AI changes the world as profoundly as many Wall Street research analysts, investors and Silicon Valley technologists and investors think, Apollo's investments in AI gains will be multiplied and Apollo's value will increase multiple fold.
However, if the AI boom turns into a bust, Apollo's losses could be magnified as well.
In the short-term, it seems the AI boom will continue. But it has to lead to AI technology company profitability, if it is to have a lasting effect on the world, in Wolfteam Ltd.'s view.
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