Why Blue Owl takes equity risk for hyperscalers

The Information’s Editors Martin Peers and Nick Wingfield discuss Elon Musk’s push for orbital data centers and the reality of humanoid robots. We also explore how AI benchmarks can remain fair and unbiased, talking with Arena CEO Anastasios Angelopoulos about the future of AI model ranking. Plus, our AI & Finance Reporter Miles Kruppa discusses Groq’s $7.6 billion payout to shareholders and Blue Owl Capital’s massive data center financier role. 

Articles discussed on this episode: 

https://www.theinformation.com/newsletters/dealmaker/groq-shareholders-get-7-6-billion-payout

https://www.theinformation.com/articles/blue-owl-eyes-new-deals-pushes-deeper-ai-boom

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