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Feb 11, 2026
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LONG
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Blue Owl's Co-CEO is "super bullish" on digital infrastructure and views it as a hedge against software volatility. Even if AI disrupts software companies (the application layer), it increases demand for the physical layer (compute/power/data centers). Asset managers are financing this build-out. Long the "picks and shovels" of the AI trade via data center infrastructure. Overbuilding or regulatory hurdles in energy consumption. |
CNBC
How alternative asset managers are easing sof...
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