Browsing Tag
Blackstone Inc.
24 posts
Blackstone assets reach $1.37tn, but weaker exits expose private markets pressure
Blackstone reported a record $1.368 trillion in assets under management and $63.3 billion in quarterly inflows, but distributable earnings declined as investment exits slowed. Strong infrastructure returns and credit fundraising are helping offset pressure elsewhere in private markets.
AI’s next bottleneck may be finance as data centers, chips and power chase capital
Artificial intelligence spending is moving beyond technology-company balance sheets as GPUs, data centers, electricity contracts and infrastructure cash flows increasingly support specialised financing structures. The shift could turn AI infrastructure financing into a much broader credit-market cycle, but power delivery, asset values and leverage will determine whether the model proves durable.
Why would Broadcom finance $42bn of Anthropic’s own AI compute bill?
Anthropic could access up to $42 billion of conditional Broadcom financing against a $125.2 billion five-year TPU compute commitment, revealing how chip suppliers, private capital and AI labs are becoming financially intertwined as infrastructure costs surge.
TransAlta adds US$1bn Colorado peakers as Alberta power margins tighten
TransAlta’s Q2 cash flow fell, but a US$1 billion Colorado acquisition and data-centre plans could reshape its contracted growth.
Brookfield agrees $7bn Aypa Power acquisition to scale North American battery storage
Brookfield is buying a highly contracted battery storage platform with 6.5 GW of operating, construction and contracted capacity. The valuation is substantial, and future returns will depend on financing discipline, project conversion and battery performance.
Broadcom, Apollo and Blackstone launch AI XPV Platform as AVGO targets compute finance
Find out how Broadcom’s AI XPV Platform with Apollo and Blackstone could reshape AVGO, AI compute finance and infrastructure demand.
Related Digital secures $16bn Oracle data center financing as Blackstone deepens AI infrastructure push
AI needs compute, but compute needs capital and power. Oracle’s $16 billion Michigan campus shows where the next bottleneck is forming.
Senior plc (LSE: SNR) takeover explained: Why Tinicum and Blackstone want the aerospace supplier now
Senior plc has agreed a 300p-a-share sale to Tinicum and Blackstone. Read what the deal means for UK aerospace, valuation, and investors.
Why Blackstone Digital Infrastructure Trust’s IPO filing matters for Blackstone Inc. (NYSE: BX) and data center investors
Blackstone Digital Infrastructure Trust has filed for an IPO. Read why this BXDC move matters for Blackstone, hyperscalers, and AI data center investors.
Could Versamet Royalties’ Eskay Creek gold stream acquisition materially reshape its long-term valuation profile? (NASDAQ: VMET)
Can Versamet Royalties Corporation’s Eskay Creek gold stream deal transform its long-term gold growth story? Read the full executive analysis now.