Blackstone's Biggest AI Bet Is Compute, Backing Deals with Google, Nvidia, Anthropic
abhiadesai · x · 2026-09-11
Per The Information, Blackstone's biggest conviction in AI is compute, and the Wall Street giant is putting that view behind deals involving Google, Nvidia, Broadcom and Anthropic. The poster argues BX is one of the most AGI-pilled investment firms in the world — an inversion of norms, with Wall Street players like Jane Street and Bridgewater (citing Greg Jensen's Odd Lots episode and Paul Tudor Jones's WSJ op-ed) better positioned than most Silicon Valley firms, and finds it telling that SALP is structured largely as a public equities fund.
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