Business Insider
09 May 2026, 10:40 UTC · 18w ago
Verdict
Headline takes no side. We score BX +0.90 across five claims — strongly bullish.
+0.90strongly bullish
More positive than 95% of ticker scores this week
What the story claims
5 claims · scored −1 bearish … +1 bullish
Ares estimates a $900 billion third-party investment opportunity for data centers alone, excluding hyperscaler spending, GPU financing, and power buildout.
More positive than 99% of claims this week
Blackstone is launching Blackstone Digital Infrastructure Trust, a publicly traded REIT designed to buy newly built hyperscale data centers.
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5 related stories
Scored by the NIS engine · methodology.
Top 3 movers · tap to explore
More positive than 98% of claims this week
Blackstone anchors an $8.5 billion investment-grade rated loan to data-center operator CoreWeave, claimed to be the first such financing for chips.
So whatEstablishes a new investment-grade financing structure for AI hardware that significantly lowers the cost of capital for data-center operators and sets a benchmark for future deals.
More positive than 96% of claims this week
KKR realized a 15 times return on its investment in data-center cooling firm Cool-It, and Ares saw its roughly $100 million investment in X-Energy appreciate to nearly $700 million.
More positive than 96% of claims this week
Blackstone's top ten best-performing investments in the first quarter included eight tied to AI infrastructure, such as energy, LLMs, and data centers.
More positive than 85% of claims this week
Which stocks this story touches
More positive than 95% of ticker scores this week
Reported that 8 of its 10 best performing investments were in the AI/infrastructure space and is the largest investor in AI-related infrastructure.
More positive than 88% of ticker scores this week
Achieved a 15x return on a data-center cooling firm investment.
More positive than 81% of ticker scores this week
Identified a $900 billion market opportunity and saw a significant valuation increase in its X-Energy investment.
More positive than 76% of ticker scores this week
Successfully financed $8 billion across two massive data-center projects.
More positive than 65% of ticker scores this week
Mentioned as a partner in a $12 billion data center project, indicating scale and growth.
More positive than 53% of ticker scores this week
Acquired Cool-It for $4.75 billion to expand its capabilities in data-center cooling.
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Invezz
1h ago
More positive than 34% of relationship scores this week
[mutual] Alternative asset managers competing for data center and AI infrastructure investments.
More positive than 34% of relationship scores this week
[mutual] Alternative asset managers competing for data center and AI infrastructure investments.
More positive than 34% of relationship scores this week
[mutual] Alternative asset managers competing for data center and AI infrastructure investments.
More positive than 34% of relationship scores this week
[mutual] Alternative asset managers competing for data center and AI infrastructure investments.
More positive than 34% of relationship scores this week
[mutual] Alternative asset managers competing for data center and AI infrastructure investments.
More positive than 34% of relationship scores this week
[mutual] Alternative asset managers competing for data center and AI infrastructure investments.
More positive than 4% of relationship scores this week
[mutual] Both companies are investing in the data center infrastructure market.
−0.8%
Price is moving against the score
$122.83 vs $123.77 close before publication (May 8) · not market-adjusted
BX chart →
