Sahm7/10/2026Somewhat-Bullish (0.285)
Blackstone, Blue Owl And KKR Are Turning AI’s Compute Crunch Into A Private Equity Race
Private equity firms like Blackstone, Blue Owl Capital, and KKR are heavily investing in AI infrastructure, including data centers and power generation, as they anticipate that owning these foundational assets will be crucial for the AI boom. This strategy stems from the understanding that while AI models are a focus, the underlying infrastructure presents a more stable, long-term investment given the increasing compute costs and demands. These firms are positioning themselves to capitalize on the ongoing need for robust digital infrastructure, regardless of which specific AI models become dominant.
