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1048 Blue Owl Fouls the Nest for AI Financing

The Information
Ken Brown @ The Information · 02/25/2026 11:00 EDT

There are few sure things in business, but here’s one: If you want to start a fast-growing company, lend money. The demand for loans is insatiable, and if you offer a good deal, you’ll have a line stretching down the block.Fair warning: The good times may not last long, and the downturn could be ugly. Private market lender Blue Owl is living through the downturn part. The struggles of the firm, which has been a big funder of the AI build-out, could affect the flow of capital into data center developers and.

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