黑石集团高管贾斯·卡依拉（Jas Khaira）在TechCrunch Disrupt峰会上表示，市场对AI基础设施债务积累的担忧被过度夸大了1。他指出，绝大多数数据中心由财务信誉最强的超级科技公司支持，因此不存在类似2008年的银行信用风险1。卡依拉还表示，尽管AI采用"肯定有投资回报率，但不均衡"1。
黑石集团通过其AI部门Blackstone N1深度参与AI产业融资1。该集团资产管理规模达1.3万亿美元1，自称是"除超级科技巨头外最大的计算资源所有者"1。近年来，黑石向多家关键企业提供了大额投资和贷款支持：2023年向数据中心服务商CoreWeave提供23亿美元贷款1，与Coatue共同为澳大利亚GPU供应商Firmus提供100亿美元信贷额度1，并与Anthropic和Hellman & Friedman合作成立了名为"Ode"的15亿美元合资企业1。此外，Blackstone N1对AI公司Crux AI承诺投资50亿美元1。
然而，AI基础设施融资领域近期出现了警示信号1。CoreWeave的债务已膨胀至约500亿美元，其股价近日下跌超过20%1。Firmus则取消了在澳大利亚证券交易所的IPO计划，该公司目标估值约为300亿美元1。
Blackstone, which manages $1.3 trillion in assets, is positioning itself as a major player in the AI infrastructure financing boom through its specialized division Blackstone N1.1 The firm has committed substantial capital to data center operators and emerging AI companies, including a $5 billion investment pledge to Crux AI and a $23 billion loan to CoreWeave in 2023.1 Blackstone and Coatue have also jointly extended a $10 billion credit facility to Australian GPU supplier Firmus.1 In addition, Blackstone partnered with Anthropic and Hellman & Friedman to establish Ode, a $1.5 billion joint venture.1
Despite recent market volatility in the sector—CoreWeave's debt has ballooned to approximately $500 billion and the company's stock has dropped more than 20 percent, while Firmus cancelled its planned initial public offering on the Australian Securities Exchange with an estimated valuation of roughly $300 billion—concerns about excessive debt accumulation appear overblown, according to Blackstone executive Jas Khaira.1 Speaking at TechCrunch Disrupt, Khaira argued that "this is not like banking credit risk in 2008," noting that the majority of data center capacity is backed by the most financially stable technology giants.1 Khaira acknowledged that while AI adoption "definitely has a return on investment, but it's not evenly distributed."1 Blackstone itself is described as the largest owner of computational resources outside of the mega-tech companies.1
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