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09:00
Jul 23 ◎
Jul 23 ◎
BX
GOOGL
ANTHROPIC
OPENAI
AVGO
▾
HIGH
Management expresses strong confidence in the firm's growth trajectory, supported by record AUM, robust fundraising, and leadership in AI infrastructure investing.
"Our highly diversified, capital-light, performance-driven model continues to deliver. I'm extremely confident about the future."
BX WATCH
Blackstone expects to lease over three times more data center capacity this year than any other year in its history. — Unprecedented leasing volume indicates explosive demand for compute, directly benefiting hyperscalers who are the primary tenants, but also signaling potential supply constraints for chip and power infrastructure.
"We teamed with Google to build a new AI cloud provider powered by their TPU chips, investing up to $5 billion initially."
GOOGL WATCH
AMZN WATCH
MSFT WATCH
Blackstone is creating a new entity with Anthropic to accelerate enterprise AI adoption, which could expand Anthropic's market reach and revenue.
"We partnered with Anthropic to form a company focused on driving enterprise adoption of their AI-powered solutions."
ANTHROPIC WATCH
Blackstone's direct investment in OpenAI signals strong conviction in the company's growth trajectory and provides a capital infusion.
"We invested directly in some of the fastest growing private companies in the world, including Anthropic, OpenAI and SpaceX."
OPENAI WATCH
Blackstone created a $35 billion financing platform with Broadcom for AI compute, the largest private credit investment in history. — This massive financing facility gives Broadcom a unique advantage to deploy AI compute at scale for customers, potentially accelerating its chip infrastructure buildout and deepening customer relationships.
"We joined Broadcom and another manager to create a financing platform in support of Broadcom's deployment of large-scale AI compute for their end customers."
AVGO WATCH
Blackstone is providing long-duration capital to Williams for energy projects tied to data center growth, strengthening Williams' ability to meet rising power demand.
"We announced a $5.3 billion investment for leading energy infrastructure company Williams to support multiple development projects to power data centers."
WMB WATCH
Prologis' M&A activity is a positive signal for the logistics real estate sector, which Blackstone also focuses on, potentially indicating rising valuations.
"We're now seeing some large-scale M&A in the public markets with Prologis, what looks to be likely a successful takeover of a $25 billion logistics company in the UK."
PLD WATCH
HIGH
09:00
Apr 23 ◎
Apr 23 ◎
ANTHROPIC
OPENAI
CRBG
▾
HIGH
Blackstone owns equity in Anthropic via its wealth channel, signaling exposure to frontier AI models.
"we've also invested in several of the leading innovators driving the AI revolution itself, such as Anthropic and OpenAI, primarily through our wealth platform."
ANTHROPIC WATCH
Blackstone owns equity in OpenAI via its wealth channel, adding to its AI exposure.
"we've also invested in several of the leading innovators driving the AI revolution itself, such as Anthropic and OpenAI, primarily through our wealth platform."
OPENAI WATCH
Blackstone has a contractual IMA with Corebridge managing $80B in assets; the merger with Equitable may expand opportunities.
"So we view this as an exciting opportunity for CoreBridge with their merger with Equitable."
CRBG WATCH
HIGH
09:00
Jan 29 ◎
Jan 29 ◎
BX
HOLX
▾
HIGH
Management is highly confident about continued fundraising growth and a cyclical recovery in deal activity, driving a bullish forward tone.
"we expect strong inflows again in 2026, given our performance and continuous innovation."
BX WATCH
Blackstone's privatization of Hologic signals a large medtech buyout, providing a substantial liquidity event for Hologic shareholders and indicating strong M&A appetite.
"We also took advantage of volatility in markets to sign or close eight privatizations during the year in private equity and real estate, including in the fourth quarter, medical technology company Hologic for $18 billion."
HOLX WATCH
HIGH
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