Blackstone Inc, the leading private equity, real estate, private credit alternative asset manager along with the other KKR, Apollo, Carlyle, Ares, Blue Owl, CVC, etc. leading private equity, private credit, real estate alternative asset managers is at the forefront of investing, investments in artificial, AI.
If artificial intelligence, AI lives up to the current of most Wall Street research analysts and investors estimates to 80 %, that Blackstone's market capitalization, as the leading alternative asset manager investing in AI, could rise to 1.1 trillion USDs in 5 to 7 years, according to Wolfteam Ltd.'s projections and estimates.
That compares to Blackstone's current market capitalization of circa 175 billion USDs.
Blackstone, KKR, Apollo, Carlyle, Ares, CVC, Blue Owl Capital, etc. leading private equity, private credit, real estate alternative asset managers invest large portion, usually more than 35 % of their newly raised and existing funds in artificial intelligence, AI infrastructure like data centers, energy companies.
Just recently, Meta, Facebook's owner announced a 30 billion data center financing bill with Blue Owl Capital .
It is expected that such data center financing structures will proliferate in the future.
Blackstone is expected to remain the largest and leading institutional investor in artificial intelligence in AI, which sooner or later will be reflected in its market capitalization, in Wolfteam Ltd.'s view.
If AI reaches only 30 % of its current estimated potential, Blackstone's market capitalization could fall to 120 billion USD, a circa 30 % of Blackstone's current market capitalization. The fall would be cushioned by Blackstone's portfolio current investments, which are rich cash flow positive and large dividends yielding.
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