Blue Owl Capital Inc, the leading private credit asset manager invests large part of its newly raised private credit assets in artificial intelligence, AI technology companies, AI related energy companies and AI data center infrastructure.
Private credit loans often carry interest rates of 7 % to 15 %. On top of that AI technology are operationally leveraged, since they usually require relatively small investments in factories and land.
Lately, however, AI has become capital intensive with the data center build out by leading AI technology firms.
Thus Blue Owl is double leveraged on its AI private credit investments.
If the AI boom goes on and changes the world as it is currently forecast by many analysts and investors, Blue Owl market capitalization could rise to 54 billion USDs.
If, on the other hand the AI boom turns into bust and the Nasdaq Composite falls by more than 65 % from its peak, Blue Owl's market capitalization could fall to 12 billion USDs from the current Blue Owl's market capitalization of 23.61 billion USD, according to Wolfteam Ltd.'s projections and estimates.
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