Sky News
Details
- Date Published
- 22 Nov 2025
- Priority Score
- 2
- Australian
- Yes
- Created
- 23 Nov 2025, 11:59 am
Authors (1)
Description
Loftus Peak's Chief Investment Officer, Alex Pollak, says that his firm is carefully managing the perceived AI bubble by investing in companies that provide AI infrastructure servers, such as Google, Amazon, and Microsoft. “The sensible way to play it … we own Microsoft, we own Google, and we own Amazon; and we own those companies for their position as hyper-scalers serving businesses and consumers,” Mr Pollak told Sky News host Ross Greenwood. “They’re the principal, as it were, servers of the AI services.”
Summary
The article highlights the investment strategy of Loftus Peak's Chief Investment Officer, Alex Pollak, who is focusing on companies like Amazon, Google, and Microsoft, designated as 'hyper-scalers' due to their significant roles in providing AI infrastructure. Pollak argues that these companies are pivotal in delivering AI services both to businesses and consumers. This positioning may contribute to the ongoing discourse on AI scaling and infrastructure management, though it does not directly address existential AI risks. The discussion has implications for understanding market dynamics but stops short of engaging with governance or policy issues around catastrophic AI risk management.