Blackstone, KKR, Apollo, Carlyle, Ares, CVC etc., most of the leading alternative asset managers active predominantly in private equity, but also in real estate, private credit and secondaries are leveraged on artificial intelligence, AI and technology in general.
Blackstone, KKR, Apollo, Carlyle, Ares, CVC etc. have done numerous private equity leveraged buyouts whereby they have purchased mid market technology firms by putting only the equity needed which is normally 30-40 % of the deal size and borrowing the rest on debt markets via high yield bonds and debt. In this way Blackstone, KKR, Apollo, Carlyle, Ares, CVC, etc. become leveraged, on loan that is investors in artificial intelligence related companies, namely by investing in beside technology companies also in AI data centers, infrastructure and the energy that powers artificial intelligence, AI.
In addition by giving out credits with 7 % to 14 % interest to technology companies as part of their private credit businesses on very little underpinning equity, Blackstone, KKR, Apollo, Carlyle, Ares, CVC additionally add to their leverage to artificial intelligence, AI and the technology sector in general.
In this way Blackstone, KKR, Apollo, Carlyle, Ares, CVC and other global leading private equity companies should exhibit returns that magnify both the wins and losses of both mid market technology companies and the largest hyperscalers like Alphabet, Microsoft, Meta, Amazon.
As we are living in the fourth industrial revolution, namely powered by AI, Blackstone, KKR, Apollo, Carlyle, Ares, CVC are undervalued on AI, according to Wolfteam Ltd.'s projections and estimates.
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