Building an AI P&L: From Capital Allocation to Measurable Value Creation.

Across industries, AI investment is accelerating.
Yet most organizations still struggle to translate experimentation into measurable enterprise value.

This roundtable will explore:

• How PE funds assess AI-driven value creation in portfolio companies
• What an AI P&L actually looks like in practice
• Capex vs Opex: infrastructure, models, talent allocation
• Governance, compliance and risk at scale
• When AI becomes margin expansion — not cost inflation

The discussion will bring together investors, C-level executives and AI platform leaders in a closed-door format designed for open discussions.

Carlyle is one of the world’s leading investment firms, managing approximately $477 billion in assets on behalf of institutional investors globally. The firm works closely with portfolio leadership teams to unlock sustainable growth and long-term enterprise value.