Blackstone
What changed, and what is the evidence.
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🗞️ Pulse first · 3 news posts
Coverage
- 🗓️ 2026-10-22 · ✍️ RoboterminalEka's Robot Picks 1,500 Things an Hour. Its Gripper Is Rated for About 139 Days of That.
- 🗓️ 2026-10-16 · ✍️ RoboterminalStryker Paid $400 Million for a Soft-Tissue Option, Not a Robot Company
- 🗓️ 2026-10-15 · ✍️ RoboterminalThree Robots Packed Half a Million Orders. None of Them Can Walk.
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Timeline
What changed, and what is the evidence.
Oct 14, 2026 · Post · posted
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BNP Paribas: We estimate that external TPU sales for Google could generate $80 billion to $100 billion in cumulative revenue through 2028, based on reported commitments from customers including Anthropic and Blackstone. Alphabet has… |
Broadcom is reportedly arranging more than fifty billion dollars in financing so OpenAI can buy chips Broadcom hasn't finished building yet. Apollo and Blackstone are the lenders in the room, the same pair behind Broadcom's $35 billion… |
🇬🇧 BAE Systems is exploring a potential bid for Dutch drone-detection company Robin Radar in a deal that could value the business at about $2.3 billion. Private equity firms CVC, Blackstone, Advent and EQT are also considering offers.… |
Nice visuals shared by Blackstone in their recently uploaded Youtube video about AI. > Google token use per month has increased from 10T in May 2024 to 3,200T in May 2026. > Anthropic + OpenAI's ARR at $105 billion as of July 2026, up from… |
Crux AI is a deliberately engineered vehicle for a novel financing structure — Blackstone's private capital paired with Google's proprietary chip supply — designed to monetize TPU compute capacity that Google would otherwise have to fund… |
If compute is the biggest moat in AI, shouldn't we be buying OpenAI and Anthropic? Dylan Patel puts OpenAI at roughly 2 gigawatts entering 2026 and Anthropic slightly below, with both above 5 by year end, a 3 to 4x jump each. Together… |