Apollo President: Compute, Energy to Be AI Bottlenecks

Apollo Global Management President Jim Zelter says compute and energy will remain bottlenecks as the AI investment boom accelerates. He also discussed Apollo's exposure to AI and data centers, the US economic outlook, private capital's growing role in defense, and European and UK investment opportunities.

• AI Spend 'Critical' to US Economy, Apollo's Slok Says2026-09-18
• Apollo's Zelter on AI capex and higher rates2026-09-16
• McKinsey's Kutcher: AI creates jobs and opportunity2026-10-07
• SpaceX seeks $40B to buy Nvidia chips, FT says2026-10-06
• AI Hardware Suppliers Mint a New Breed of Billionaires2026-10-06