Blackstone’s AI data center bets face a tougher crowd: public investors

A Bloomberg Opinion column argues Blackstone's equity stakes in AI infrastructure look shaky as markets start demanding a path to break-even Blackstone spent years lending money to the AI data center boom at double-digit yields. Then it decided owning a piece of the action looked even better. That second decision is now under the microscope. In a Bloomberg Opinion column dated October 13, 2026, Shuli Ren argued that Blackstone’s AI data center equity investments “are looking shaky.” Her reason is that public investors have stopped applauding growth alone and started asking when these companies will actually break even.

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