Blue Owl Capital’s Billion-Dollar AI Infrastructure Gamble

Financial investment firm Blue Owl Capital is placing a massive strategic bet on artificial intelligence infrastructure. The company has positioned itself at the center of the AI boom through a staggering $3 billion investment in a data center supporting OpenAI’s ambitious Stargate initiative. This decisive move raises a critical question for market observers: can this substantial commitment reverse the downward pressure on the company’s share price?

Blue Owl’s monumental investment in New Mexico data center infrastructure, designed to power OpenAI’s Stargate project, places the firm in direct competition with industry giants like Blackstone and KKR. This strategic direction is being executed through the Digital Infrastructure Fund, which Read more...