• EN

    • -+ 0.00%
    -+ 0.00%
    -+ 0.00%

    Is Blackstone (BX) Quietly Redefining Its Investment Story Through NVIDIA-Backed AI Infrastructure Financing?

    Simply Wall St·08/21/2026 09:24:20
    Listen to the news
    • NVIDIA Corporation previously announced that it entered into memorandums of understanding with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to establish independent compute financing platforms intended to mobilize over US$500.00 billion of third-party capital for AI infrastructure over time.
    • This move highlights Blackstone’s role as a key capital provider to AI data center buildouts, potentially deepening its presence across technology-related infrastructure financing.
    • We’ll now examine how Blackstone’s role in NVIDIA’s large-scale AI compute financing platforms could influence its existing investment narrative.

    Invest in the nuclear renaissance through our list of 92 elite nuclear energy infrastructure plays powering the global AI revolution.

    Blackstone Investment Narrative Recap

    To own Blackstone, you generally need to believe in its ability to keep growing fee-based earnings across private markets while managing higher debt and market volatility. NVIDIA’s AI compute financing plans underscore Blackstone’s role in large, complex infrastructure deals, but do not materially change the near term reliance on fundraising strength and realization activity, or the risk that market uncertainty and tariff-related pressures could still weigh on asset values and deployment pacing.

    Among recent updates, Blackstone’s Q2 2026 results stand out next to the NVIDIA news. The firm reported US$5,043.98 million in quarterly revenue and continued buybacks and dividends, reinforcing its fee and capital base at a time when AI infrastructure opportunities are expanding. Together, these developments highlight how Blackstone’s existing scale in credit, infrastructure and private wealth could interact with new AI focused financing platforms as a potential incremental earnings driver.

    Yet, in contrast, investors should also be aware that heavy reliance on large, fast evolving infrastructure deals could...

    Read the full narrative on Blackstone (it's free!)

    Blackstone's narrative projects $22.5 billion revenue and $9.8 billion earnings by 2029. This requires 16.1% yearly revenue growth and a roughly $6.7 billion earnings increase from $3.1 billion today.

    Uncover how Blackstone's forecasts yield a $143.45 fair value, in line with its current price.

    Exploring Other Perspectives

    BX 1-Year Stock Price Chart
    BX 1-Year Stock Price Chart

    Some of the most cautious analysts already assumed Blackstone’s revenues might reach about US$21.7 billion and earnings US$11.6 billion by 2029, yet they still flagged that rapid growth in AI heavy infrastructure could strain operations and fee stability. Their more pessimistic view shows how much opinions can differ, and NVIDIA’s new AI financing push may eventually shift both the bullish and bearish narratives you compare.

    Explore 5 other fair value estimates on Blackstone - why the stock might be worth as much as 26% more than the current price!

    Decide For Yourself

    Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.

    Looking For Alternative Opportunities?

    The market won't wait. These fast-moving stocks are hot now. Grab the list before they run:

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.