Blue Owl And AI

 

Blue Owl Capital Inc, Blue Owl the globally leading private credit asset management firm recently announced it is planning  together with Meta to build a 27 billion USDs AI data center project in Louisiana.

Blue Owl manages 152.1 billion USDs in private credit assets, so the Louisiana data center build out along with Meta, Facebook's owner is a huge bet by Blue Owl on artificial intelligence, AI and its potential to make humanity more productive and able to rest better.

Large part of Blue Owl's assets under management are already invested in AI projects.

Blue Owl, along with the other private equity, private credit and real estate asset managers has underperformed grossly the S&P 500 in 2025. One explanation is that private equity, private credit and real estate assets of the leading firms Blackstone, KKR, Apollo, Carlyle, Ares, Blue Owl, etc. are basically leveraged investments in large part in artificial intelligence, AI. The magnificent 7 AI companies Apple, Microsoft, Amazon, Alphabet, Meta, Tesla and NVIDIA and the broader AI sector did not perform very well in 2025. With notable exceptions like the chip stocks Broadcom, Micron, NVIDIA etc.

So private credit being in large part a leveraged investment on AI did not perform well in 2025, hence Blue Owl's  stock lackluster performance in 2025.

If AI lives up to the current hype, though Blue Owl's market capitalization could rise fourfold from current levels, according to Wolfteam Ltd.'s projections and estimates. 

If the AI's boom, turns into bust, however, Blue Owl market capitalization could fall further from current levels.