Bloomberg Blackstone Inc. is increasing its investment in artificial intelligence firm Anthropic PBC, elevating its stake to roughly $1 billion at the startup’s current valuation, according to people familiar with the matter. The world’s largest alternative asset manager is investing $200 million at a $350 billion valuation as part of Anthropic’s ongoing funding round, according to the people, who asked not to be identified because the information is private. Anthropic, maker of the Claude AI models, has ...

PresentationGood morning, everyone. Thank you all for joining Bank of America's 34th Annual Financial Services Conference. This is Craig Siegenthaler, North American Head of Diversified Financials at BofA. And it's my pleasure to introduce Michael Chae.Craig SiegenthalerBofA Securities, Research Division So Michael is Vice Chair and the Chief Financial Officer of Blackstone. He joined Blackstone back in 1997. He served in several senior roles, including Head of International Private Equity, Head of Private ...

Summary of Blackstone's Conference Call Company Overview - **Company**: Blackstone - **AUM**: $1.3 trillion, making it the number one alternative asset manager globally [3] - **Growth**: AUM has increased by more than 15x since the 2007 IPO [3] Macro Environment - **Investment Boom**: A historic investment boom is underway, expected to lead to a productivity boom [4] - **Revenue Growth**: 9% revenue growth in corporate private equity companies in Q4, with strong margins [4] - **AI Sector**: Significant gains in AI and related infrastructure, with data center platform QTS leasing growing by 50% in 2025 [4] - **Consumer Economy**: A two-speed consumer economy is observed, with high-end consumers remaining strong [5] - **Inflation**: Inflation is under control, with stable labor costs and a balanced labor market [5] - **Corporate Confidence**: CEO optimism is at its highest in over a year, with minimal expectations of a recession [6] Investment Outlook - **Deployment Expectations**: Anticipation of a very active 2026, following a strong 2025 with $138 billion in investments [9] - **Focus Areas**: Emphasis on AI, digital infrastructure, power and electrification, and life sciences [10][11] - **Market Opportunities**: A $30 trillion market opportunity in private credit, with private markets doubling from $6-7 trillion to $13 trillion in seven years [12] Fundraising Trends - **2025 Performance**: Generated $239 billion in inflows, a 40% increase year-over-year [15] - **Institutional Inflows**: Institutional inflows increased over 50% year-over-year, with AUM in this channel exceeding $700 billion [15] - **Insurance Clients**: AUM in insurance clients grew fourfold in the last five years, reaching over $270 billion [17] - **Private Wealth**: Crossed the $300 billion milestone in private wealth, up three times in five years [18] Financial Performance - **Management Fees**: Mid-teens growth in base management fees across three of four business segments in Q4 [21] - **Transaction Fees**: Expectation of a strong year for capital markets business due to improving transaction backdrop [23] - **Net Realizations**: Anticipation of significant benefits from cyclical recovery and crystallization of incentive fees [25] Real Estate Sector - **Market Recovery**: Private real estate values have improved from the trough, with data centers and industrials showing strength [40] - **Fundraising Outlook**: Strong interest in real estate credit and improvement in BREIT flows, which was up 8.1% net in 2025 [43] - **Sector Selection**: Focus on data centers, logistics, and residential sectors, which constitute 75% of the global portfolio [45] AI Integration - **Operational Efficiency**: AI tools are enhancing efficiency across various operations, including software development and cybersecurity [46][47] - **Data Advantage**: Emphasis on proprietary private market data as a strategic advantage [48] Conclusion - **Overall Outlook**: Blackstone is positioned for strong growth across various sectors, with a robust macro environment and strategic focus on AI and private markets driving future performance [25][48]

来源：滚动播报 软件资产占黑石集团总资产的7%。 ...

Core Insights - The billionaire philanthropist is expected to maintain a strong focus on culture, education, and artificial intelligence [1] Group 1 - The emphasis on culture indicates a commitment to enhancing societal values and artistic expression [1] - The focus on education suggests an investment in future generations and knowledge dissemination [1] - The interest in artificial intelligence highlights a strategic direction towards technological advancement and innovation [1]

杰富瑞将黑石目标价从185美元下调至161美元。 来源：滚动播报 ...

Core Viewpoint - TPG has agreed to acquire a majority stake in Sabre Industries from Blackstone, valuing the company at approximately $3.5 billion [1] Group 1: Transaction Details - The acquisition involves TPG purchasing the majority stake in Sabre Industries, a company focused on power infrastructure [1] - Blackstone will retain a significant minority stake in Sabre Industries following the transaction [1] Group 2: Company Overview - Sabre Industries operates primarily in the utility sector, producing components for power and communication infrastructure [1] - The company employs around 2,800 individuals [1]

2月9日，澳大利亚 人工智能基础设施公司Firmus Technologies宣布，已获得黑石集团旗下黑石战术机会 基金、黑石信贷与 保险基金及关联基金领投，并由金融投资机构Coatue共同参与的100亿美元债务融 资。Firmus表示，此次融资将用于该公司 数据中心扩建的下一阶段，其计划到2028年在澳大利亚建造 总容量高达1.6千兆瓦的数据中心。 ...

Core Insights - Australian artificial intelligence company Firmus has secured a $10 billion debt funding package, with Blackstone and Coatue Management leading the investment [1] Company Summary - Firmus is an Australian company specializing in artificial intelligence [1] - The company has finalized a significant funding round, indicating strong investor confidence in its business model and growth potential [1] Industry Summary - The involvement of major private equity firms like Blackstone and Coatue Management highlights the increasing interest and investment in the artificial intelligence sector [1] - The $10 billion funding package reflects the growing trend of substantial financial backing for AI companies, which may drive innovation and competition within the industry [1]

Group 1 - The investment landscape for REITs is currently challenging, as they enter the fifth year of a bear market, leading some investors to shift focus to more popular sectors [1] - High Yield Landlord is offering new members a promotional discount of $100 and a 30-day money-back guarantee to attract new investors [1] - The group has recently released its Top Picks for 2026, indicating a proactive approach to identifying investment opportunities [1] Group 2 - Jussi Askola, the President of Leonberg Capital, is recognized for his expertise in REIT investing and has established a value-oriented investment boutique that serves various institutional clients [2] - High Yield Landlord provides features such as multiple portfolios, buy/sell alerts, and direct access to analysts, enhancing the investment experience for its members [2]