Gresham Partners sees infrastructure constraints potentially slowing AI spending
Bitget2026/10/27 18:39- Gresham Partners is selectively making new venture capital commitments as capital calls exceed expectations, its Q3 2026 investment update indicates.
- The approach aims to maintain intended portfolio allocations amid uncertainty over AI customer retention, revenue durability and private company valuations.
- Strong AI infrastructure demand faces power, land and data center development constraints that could limit spending growth and future profitability.
- Public market valuation multiples can fall despite rising stock prices when earnings growth outpaces share price gains.
- AI adoption could improve established businesses’ efficiency and growth, creating private equity opportunities alongside disruption risks.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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