Blackstone

⛳ Jon Gray sat down with Tommy Fleetwood to talk teamwork, excellence, and what success looks like. Watch to see Tommy’s process for visualizing the winning shot. Watch Jon and Tommy’s full conversation here: https://bit.ly/4nNY3Gr

Big day for Blackstone N1 (BXN1)! We’re partnering with Google to launch the standard for TPU neoclouds.   Capital alone doesn’t build category-defining platforms – the right partner, the right structure, and the conviction to underwrite singular opportunities do. Google’s TPUs, a decade in the making and foundational to the AI economy, are exactly the kind of platform BXN1 was built to back.   With an initial $5 billion equity commitment and plans to scale significantly over time, the opportunity ahead is enormous as this company helps meet rising global demand for compute. Scarcity of compute is one of our highest conviction theses as we see AI adoption accelerate in our portfolio companies.   We are incredibly proud to partner with Google and can’t wait to get to work.   https://lnkd.in/eCmdsD45 Thomas KurianBenjamin Treynor SlossBikash KoleyGeorge ElissaiosChris PorterSid DhodiSiddharth MundraJuan RajlinJacob BergerSteve WalterGurmeet G.Manvinder SinghSamantha Z.Nicolas CoonsAaron M.

Congratulations to the Blackstone Digital Infrastructure Trust team on last Thursday's listing at NYSE! The convergence of AI, cloud computing, and broader digitalization is driving unprecedented demand for compute and the data centers that support it. With the total addressable market expected to increase to $1 trillion over the next five years, BXDC gives investors the chance to access that growth. This has been a tremendous team effort across Blackstone Real Estate and we’re just getting started.

Despite volatility in the headlines, the US economy remains resilient. Learn what we’re seeing in our portfolio company data and the wider AI capex boom in our latest #BXPatternRecognition:

Hear more from Viral Patel with Courtney Reagan on areas where dealmaking is picking up and which companies are better positioned to implement AI.

We recently announced Blackstone N1 (BXN1), our new unified platform for growth, hybrid, and perpetual private equity investing in the AI ecosystem and high-growth technology sectors. Jasvinder Khaira will serve as Global Head of BXN1, which will be headquartered in San Francisco. Its mission is to back companies that are truly “N of 1” in their field, with the conviction, capital, and institutional weight that we believe only Blackstone can bring. This new platform builds on Blackstone’s leadership position as an investor across the full stack of the AI value chain. We are the largest provider of data centers in the world – along with significant investments across energy and digital infrastructure that power the compute layer of this transition, as well as in the frontier AI companies driving innovation. The opportunity ahead is enormous. AI has the potential to reshape every business at the firm, and we are excited to have a dedicated, focused team positioned at the center of this critical area to further bolster our current presence on the West Coast, where the most innovative AI and technology companies are being built. Read more from The Wall Street Journal: https://bit.ly/4wp81lx

In our Spring 2026 Advisor Pulse, we asked advisors why they are allocating their clients’ capital to private real estate. Their most common answer? To provide diversification beyond public markets. #BlackstoneUniversity

Blackstone sees the massive investment opportunity not just in AI itself, but in the foundational building blocks that power it. We believe Blackstone has become the biggest investor in AI infrastructure, delivering capital at the scale needed to help meet the compute needs of the future. Hear more from Jon Gray.