Blackstone launches AI services venture Ode with Anthropic and opens India infrastructure platform

Corporate ActionProduct / Tech
โดย Simply Wall St·Read original
Summary · why it matters

Blackstone, alongside Anthropic and Hellman & Friedman, formally launched Ode with Anthropic, an AI services company built on Fractional AI's team and Anthropic's frontier models to help enterprises deploy advanced AI systems. Separately, Blackstone hired Ami Momaya as its first dedicated infrastructure head for India, marking the launch of its infrastructure platform in the country. These moves are incremental to Blackstone's investment narrative, which remains centered on deploying US$177 billion of dry powder efficiently, with market volatility and weaker realizations posing the biggest near-term risk to earnings and distributions. The Ode venture adds to Blackstone's push into technology-enabled alternatives, potentially deepening client relationships around digital infrastructure alongside initiatives like its Google data-center partnership. Blackstone's narrative projects $22.5 billion revenue and $9.8 billion earnings by 2029, requiring 16.1% yearly revenue growth and a roughly $6.7 billion earnings increase from $3.1 billion today.

Impact on stocks 2

Artificial Intelligence▲ · 2 stocks
Blackstone Group Inc
BX
▲ PositiveCapitalrelevance

Blackstone launches AI venture Ode and India infrastructure platform, incremental to its investment narrative and dry powder deployment.

Off-coverage companies 2

AnthropicPrivate▲ Positive
Demandrelevance

Anthropic's frontier models are the foundation of the new Ode venture, expanding its enterprise AI deployment reach.

Hellman & FriedmanPrivate▲ Positive
Capitalrelevance

Hellman & Friedman co-launches Ode with Anthropic, a new AI services company.

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