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277 Blue Owl Eyes New Deals as It Pushes Deeper Into AI Boom

The Information
Miles Kruppa @ The Information · 02/13/2026 09:00 EDT

Blue Owl Eyes New Deals as It Pushes Deeper Into AI Boom

If there are growing worries about the scale of money pouring into AI, word of that hasn’t reached Marc Lipschultz. He is co-CEO of Blue Owl Capital, a publicly traded investment firm that has struck a series of huge AI data center deals. And he’s gearing up for far more of them.

Right now, he says Blue Owl is working on more than $100 billion in new investments to provideboth equity and debt financing to data center projects around the country.That binge would follow what was a very busy stretch last year

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