← 返回 Avalaches

托德·波利(Todd Boehly)旗下的資產管理巨頭Eldridge正積極將人工智慧(AI)技術導入其投資組合中的各家公司,包含英超切爾西足球俱樂部(Chelsea Football Club)以及電影製片公司A24。在科技顛覆風險日益增加的背景下,此舉旨在保護其投資組合。切爾西正利用AI分析足球員的受傷情況以減少缺陣時間,而A24則與Google DeepMind達成7500萬美元的研究合作,探索AI在電影製作中的應用。

為了強化自身的AI能力並重塑投資流程,Eldridge收購了歐洲AI公司Sudolabs 50%的股權,從而獲得了一支約70名專家(包含約40名工程師)組成的團隊。這項合作將使Eldridge能夠運用AI來簡化盡職調查及其他投資流程,提升分析速度並減少全公司的人工作業。

雖然Eldridge曾與美國AI公司Anthropic合作,但投資Sudolabs的部分原因在於避免過度依賴單一的美國AI技術供應商。波利強調,無論在哪個領域,單一來源的供應鏈都是具風險的,投資Sudolabs的策略確保了Eldridge在AI技術應用上的獨立性與靈活性,同時也是為了應對其他投資集團利用AI技術帶來的競爭威脅。

Todd Boehly's asset management giant, Eldridge, is actively rolling out artificial intelligence (AI) across its portfolio companies, including Chelsea Football Club and film studio A24. This move is aimed at protecting investments amid the rising risk of technological disruption. Chelsea is leveraging AI to analyze football injuries to reduce players' time on the sidelines, while A24 has entered a $75 million research partnership with Google DeepMind to explore AI in filmmaking.

To bolster its own AI capabilities and overhaul its investment processes, Eldridge has acquired a 50 percent stake in the European AI company Sudolabs. This acquisition provides Eldridge and its portfolio companies access to a team of about 70 specialists, including roughly 40 engineers. The partnership will allow Eldridge to utilize AI to streamline due diligence and other aspects of the investment process, accelerating analysis and reducing manual workload across the firm.

Although Eldridge has previously worked with the US-based AI company Anthropic, the decision to invest in Sudolabs was partly driven by the desire to avoid becoming overly reliant on a single US AI provider. Boehly emphasized that relying on a single source is inherently risky in any sector. The investment in Sudolabs ensures Eldridge's independence and flexibility in its AI strategy, while also countering the competitive threats posed by other investment groups capitalizing on AI tools.

2026-08-11 (Tuesday) · fe3a0bab172e0e539204c6ba1ec897871d7549f4