JPMorgan's Jared Gross calls AI buildout a boom, not a bubble

Jared Gross, head of institutional portfolio strategy at JPMorgan Asset Management, argues in a Bloomberg interview that the AI infrastructure buildout is a boom rather than a bubble.

He discusses how investors should allocate assets in light of AI.

The view comes as credit markets grow jittery over a series of mega debt deals financing the AI buildout. The reporting does not detail the specific reasoning behind Gross's assessment beyond his stated position.