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Blackstone

Blackstone is a global alternative asset manager investing in private equity, real estate, credit, and infrastructure, including data center and AI projects.

Known aliases

  • Blackstone
  • Blackstone Group
  • Blackstone Inc.
  • Blackstone Innovations Investments
  • BX
  • The Blackstone Group

Relationships

No evidence-backed relationships are recorded.

Current stories

invest12 publishers

Broadcom reportedly guarantees about $30 billion of the debt that leases TPUs to Anthropic

Broadcom backs the roughly $30 billion senior slice of Apollo and Blackstone's TPU lease financing for Anthropic, Crypto Briefing reports. If that holds, a chip designer is carrying an AI lab's credit risk and the resale value of TPUs it helped design.

Perspective Coverage

13 publishers
Builder
Builder 9%
Operator
Operator 22%
Investor
Investor 69%

Reality

Evidence60
Adoption35
Hype gap+35
Incentives70
Confidence58
invest3 publishers

JERA puts a $15 billion-plus AI campus behind the meter at its Chiba gas plant

JERA will feed a 400-megawatt AI data center costing more than $15 billion directly from its Chiba gas plant, with Apollo lined up to finance it. A 15-to-25-year supply contract gives JERA a long-dated buyer while the developer and its backer carry the construction bill.

Perspective Coverage

3 publishers
Builder
Builder 25%
Operator
Operator 40%
Investor
Investor 35%

Reality

Evidence60
Adoption10
Hype gap+30
Incentives75
Confidence58
invest1 publisher

QTS, NextEra and Siemens Energy band together to win over Texas towns resisting data centres

QTS, NextEra and Siemens Energy formed a Texas coalition to win local consent for data centres after nearly $200 billion of US projects were blocked in six months. For their investors, a county commission's vote now sits beside financing and equipment as something a project timeline depends on.

Reality

Evidence35
Adoption
Insufficient
Hype gap+10
Incentives80
Confidence35
invest1 publisher

Asian buyout chiefs cite Bain's $5 billion data-centre sale as proof of a K-shaped exit market

Bain Capital's Drew Chen said the firm's roughly $5 billion China data-centre sale was likely China's largest private equity exit in five years. At the same Singapore summit, Brookfield and Blackstone described the AI tools they now put inside industrial and financial portfolio companies to grow earnings.

Reality

Evidence35
Adoption45
Hype gap+30
Incentives70
Confidence40
build4 publishers

Nvidia's $500B financing turns a driver deprecation policy into collateral

The MOUs with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR let borrowers pledge GPUs. What keeps those GPUs pledgeable is CUDA support, and no term has been stated.

Perspective Coverage

4 publishers
Builder
Builder 24%
Operator
Operator 31%
Investor
Investor 45%

Reality

Evidence62
Adoption12
Hype gap+45
Incentives72
Confidence58
invest11 publishers

NVIDIA lines up six asset managers behind $500B to make GPUs a financeable asset

Memorandums with Apollo, BlackRock, Blackstone, Brookfield, Goldman and KKR carry no terms or timetable, and NVIDIA has reserved an option to backstop up to $125 billion of the deals.

Publishers:cnbc.comcryptobriefing.comcryptopolitan.comen.sedaily.comfinance.yahoo.comfortune.comheise.deinvestor.nvidia.compivotnews.aiscmp.comsemafor.com

Perspective Coverage

11 publishers
Builder
Builder 11%
Operator
Operator 30%
Investor
Investor 59%

Reality

Evidence62
Adoption25
Hype gap+40
Incentives82
Confidence60
invest3 publishers

Blackstone bets one part in 48,000 of its assets on a startup founded in 2025

Huskeys closed $27m five months after leaving stealth, with Blackstone leading what Globes calls the firm's first early-stage cybersecurity round. The cheque is worth about 0.002% of its assets.

Perspective Coverage

3 publishers
Builder
Builder 25%
Operator
Operator 25%
Investor
Investor 50%

Reality

Evidence55
Adoption25
Hype gap+35
Incentives75
Confidence60
invest3 publishers

Factory's $5B lands at about a tenth of Cognition's mark from seven days earlier

Two companies selling AI agents to enterprise engineering teams took in at least $2.2 billion of new equity within seven days, each selling about 4 percent of itself, and only one of the two prices has a revenue multiple attached.

Perspective Coverage

3 publishers
Builder
Builder 20%
Operator
Operator 22%
Investor
Investor 58%

Reality

Evidence58
Adoption35
Hype gap+35
Incentives62
Confidence60

Earlier coverage

  1. Factory adds $3.5B of valuation on $200M of new money in five months

    Invest · September 15, 2026 · 1 publisher

  2. Carney asks money managers holding $70 trillion for about 1% of it over five years

    Invest · September 14, 2026 · 1 publisher

  3. Nvidia's guide adds $11.8 billion after a quarter that added $14.7 billion

    Invest · September 14, 2026 · 1 publisher

  4. Firmus seeks up to $5bn ASX listing as 900MW contracted but only two of seven factories running

    Product · September 14, 2026 · 1 publisher

  5. Housing stocks fell five times as far as financials on a one-tenth-point PPI surprise

    Invest · September 12, 2026 · 1 publisher

  6. Nvidia's equity portfolio grew fourteenfold to $99bn in twelve months

    Invest · September 11, 2026 · 1 publisher

  7. Mach's $600m tranche buys roughly the same slice of the company that $300m bought in June

    Invest · September 10, 2026 · 1 publisher

  8. The four funds that priced Mach at $1.8bn in June repriced it at $3.7bn

    Invest · September 10, 2026 · 1 publisher

  9. Huang rejects circular financing charge, says NVIDIA's customer stakes are small relative to demand

    Invest · September 10, 2026 · 1 publisher

  10. Spark Capital leads $120M into factory-built power blocks that skip the interconnect queue

    Build · September 10, 2026 · 1 publisher

  11. Three extra years of hold need 22.5% more exit value to leave private equity's investors level

    Invest · September 9, 2026 · 1 publisher

  12. Google Cloud puts 1,000 Accenture engineers between Gemini Enterprise and its buyers

    Product · September 8, 2026 · 2 publishers

  13. Saudi Arabia's HUMAIN wants outsiders to fund $23bn of its 3-gigawatt compute build

    Invest · September 7, 2026 · 1 publisher

  14. Anthropic's prospectus waits on a $15bn revolving credit line

    Product · September 6, 2026 · 1 publisher

  15. Saudi Arabia's HUMAIN attaches a tenancy covenant to every check its $2.5bn fund writes

    Invest · September 3, 2026 · 1 publisher

  16. Blackstone's Google compute venture hires Charter's CFO to stretch $5 billion over 500 megawatts

    Invest · September 3, 2026 · 1 publisher

  17. Community opposition to data centers becomes paper the banks intend to sell on

    Invest · September 1, 2026 · 1 publisher

  18. Identical B200 clusters are repricing 50-60% higher instead of falling, investor says

    Build · August 31, 2026 · 1 publisher

  19. Nvidia's $500B financing machine turns GPU depreciation into someone else's duration risk

    Invest · August 25, 2026 · 1 publisher

  20. Europe's best quarter in four years, and four companies took a quarter of it

    Invest · August 25, 2026 · 1 publisher

  21. Nvidia's August 26 print: 92% of the quarter rides on one segment

    Invest · August 23, 2026 · 1 publisher

  22. Nvidia's $500B financing club puts the chip supplier inside the buyer's capital stack

    Leadership · August 22, 2026 · 1 publisher

  23. Anthropic's services venture buys its way into the implementation layer

    Leadership · August 21, 2026 · 1 publisher

  24. Anthropic's Ode has bought two consultancies in four months. That is the product.

    Product · August 21, 2026 · 1 publisher

  25. Broadcom's $100B Chip Raise Turns AI Capacity Into a Credit Question

    Invest · August 21, 2026 · 1 publisher

  26. YipitData tests a $2.5B-$3B sale, and the price is on the data, not the code

    Build · August 21, 2026 · 1 publisher

  27. Anthropic's $1.5B Ode bets model value sits with embedded engineers, not API keys

    Build · August 20, 2026 · 1 publisher

  28. Carlyle's data-center landlord is the US Army, and that is the whole trade

    Invest · August 20, 2026 · 1 publisher

  29. The AI moat is now a balance sheet, so price the financing and not the model

    Invest · August 20, 2026 · 1 publisher

  30. The $500bn compute asset class rests on a depreciation curve Nvidia once denied

    Product · August 19, 2026 · 1 publisher

  31. Tiny corp wants Etched's numbers. Jane Street led $700M at $21B without publishing any

    Invest · August 19, 2026 · 1 publisher

  32. Six days in July: the staff letter that took data centre bonds outside Dodd-Frank

    Product · August 17, 2026 · 1 publisher

  33. Nvidia's pre-earnings re-rating is a credit story, not a chip story

    Invest · August 17, 2026 · 1 publisher

  34. Insurance balance sheets, not fund LPs, wrote the $16B Kuwait pipeline cheque

    Invest · August 17, 2026 · 1 publisher

  35. Private Credit's Queue Problem: 7.9% Of NAV At BCRED, Up To 41% At Blue Owl

    Invest · August 16, 2026 · 1 publisher

  36. Nvidia's spotless balance sheet has about $30bn parked just outside it

    Invest · August 15, 2026 · 1 publisher

  37. Investors Are Pricing Anthropic Like Infrastructure. Check Your Exit Clauses.

    Leadership · August 14, 2026 · 1 publisher

  38. Nvidia's $500bn GPU pool makes the seller the guarantor of its own demand

    Invest · August 14, 2026 · 1 publisher