Tag Archives: Data Centers


AI Capex Fatigue: Why Hedge Funds Are Questioning the Hyperscaler Spending Boom:

May 28, 2026 : Permalink

(HedgeCo.Net) The artificial intelligence investment cycle has entered a more complicated phase. What began as a powerful growth narrative built around chips, cloud demand, data centers, and productivity gains is now becoming a capital-allocation debate. The question is no longer […]

Private Equity Chases the Data Center Supercycle:

May 26, 2026 : Permalink

(HedgeCo.Net) Private equity has found its next great infrastructure battleground: data centers. Across the alternative investment industry, firms that once built their reputations on leveraged buyouts, corporate carveouts, real estate turnarounds, and private credit are increasingly positioning data centers and […]

Data Center Frenzy: Blackstone’s $150 Billion Bet Signals a New Era in AI Infrastructure:

April 30, 2026 : Permalink

(HedgeCo.Net) The global race to build the backbone of artificial intelligence has officially entered its most capital-intensive phase—and nowhere is that more evident than in the explosive growth of data center infrastructure. At the center of this transformation stands Blackstone, whose […]

Blackstone’s $250M UAE Play:

March 27, 2026 : Permalink

A Strategic Bet on the Gulf’s Digital Infrastructure Boom: (HedgeCo.Net) Blackstone has officially announced a $250 million investment into Advanced Digital Gaming Technology (ADGT), a payments and data intelligence platform based in the United Arab Emirates. In partnership with Abu Dhabi’s Raya Holding, […]

Bridgewater’s “Physical Wall” Warning: When AI’s Digital Collides with Real-World Constraints:

March 24, 2026 : Permalink

(HedgeCo.Net) Bridgewater Associates, the world’s largest hedge fund, has issued a stark warning to investors: the artificial intelligence (AI) boom is entering what it calls its “most dangerous phase.” After two years of explosive growth fueled by software breakthroughs and […]