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▶ 1:55 · $OWL · EXCLUSIVE: Blue Owl’s $3 billion Bet on OpenAI's Stargate
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The Information

EXCLUSIVE: Blue Owl’s $3 billion Bet on OpenAI's Stargate

2025-11-11 · 1 company · 0 thematic
sentiment
1 bull0 bear0 neu
speakers
miles krupa

Reporter covering AI infrastructure financing, data center deals, and private credit's role in the AI buildout.

quote
“Blue is going to be the equity investor here. So, they get the potential upside um if this data center project remains really valuable over the long term. Um and then they also get paid um you know from the lease payments that Oracle will…”
—miles krupa
now playing · $OWL
$OWL···bullish· mediummiles krupa
Blue Owl Capital takes $3B equity stake in AI data center, sees upside
Blue Owl Capital's equity investment in the Stargate data center offers upside through lease payments and long-term value, reflecting a broader trend of private credit firms incre…