Blackstone, KKR, Apollo, Carlyle, Ares, CVC and other leading private equity, real estate and private credit or alternative asset managements' firms main investment theme is artificial intelligence, AI, according to public data and Wolfteam Ltd.'s estimates.
Via private equity buyouts the leading alternative asset managers buy out, invest in mid sized and smaller technology firms active in artificial intelligence, AI, which they reform and sell down the road in 7-10 years to achieve usually S&P 500 market beating returns. Via their real estate business leading alternative asset managers invest in artificial intelligence, AI data centers and also online merchandise distribution centers, which utilize heavily artificial intelligence, AI. Via their private credit investment management business the alternative asset managers give out credits with lending rates from 7 % to 14 %, where traditional money center banks and regional lenders do not thread due to either regulatory rules or risky business perspectives.
Artificial intelligence, AI is the fourth industrial revolution we are living currently. Alphabet, Microsoft, Meta, Amazon, Apple, Tesla and NVIDIA or the largest artificial intelligence, AI hyperscaler companies are undervalued and by extension artificial intelligence, AI is undervalued, according to Wolfteam Ltd.'s projections and estimates. Artificial intelligence, AI still remains to transcend, penetrate more deeply many sectors of the economy and unlock tens of trillions of USDs of addition value in the next 10 years.
By extension the leading private equity firms Blackstone, KKR, Apollo, Carlyle, Ares, CVC etc. and many mid sized and smaller alternative asset managers are undervalued, in Wolfteam Ltd.'s view.
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