blackstone

据《金融时报》报道，Anthropic在IPO后预计将被信用评级机构评为较高的“垃圾级”（BB区间），这可能增加其为大规模算力支出融资的成本。

Blackstone indicated that Anthropic may fail to obtain an investment-grade credit rating following its IPO, raising questions about the AI company's financial standing as it transitions to public markets.

Blackstone's Jas Khaira argued at TechCrunch Disrupt that fears over AI-buildout debt are overblown, detailing the firm's aggressive strategy of financing compute via debt and equity, including loans to CoreWeave, Firmus, and investments in Crux AI and Etched.

Anthropic is paying Blackstone over 10% interest on chip-related debt, up from 8.5% four months ago, reflecting rising private credit costs as AI firms race to lock in funding for massive compute plans; OpenAI may need an IPO to match such scale amid a jittery market.

Rabois promotes Factory AI's ability to meet the demands of Blackstone, the world's largest alternative asset manager, highlighting that Factory enables agentic software development within Blackstone's own data centers without compromising model choice or governance.

In a closed-door presentation, Blackstone President Jon Gray disclosed AI investment data, highlighting that companies like Anthropic and OpenAI have seen their revenues grow a hundredfold, reaching an annualized revenue of $105 billion, and analyzed the transformative impact of AI on the economy and infrastructure.

A GraphQL authorization flaw in Beam Living, a Blackstone real estate company, exposed sensitive applicant data including Social Security number digits, dates of birth, and addresses.

In a Twitter thread, @swyx predicts the evolution of deployment engineering roles (FDE to ODE to PDE), referencing the launch of Ode, a standalone AI enterprise services firm by Anthropic, Blackstone, Hellman & Friedman, and Goldman Sachs.

Anthropic and Blackstone launch Ode, a $1.5-billion AI implementation joint venture, betting that helping enterprises deploy AI models is the next trillion-dollar opportunity. Ode will focus on custom AI systems and work with Anthropic's Claude technology.

AirTrunk commits $30 billion to develop 5GW of AI data center capacity in India, one of the largest investments in the country's digital infrastructure, as part of a wave of commitments from tech companies.

Two news items: Google and Blackstone announced a $5B TPU cloud joint venture with 500MW expected online in 2027, introducing private infrastructure capital into AI infrastructure; if the SEC allows third-party tokenized stocks, it would benefit crypto trading platforms, but this has not yet materialized.