Blue Owl warns that election outcomes could restrict AI compute infrastructure supply
11/06/2026 — 11/06, 07:16·1 sources (all)·1 reports (all)
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- Asset management firm Blue Owl told investors that its digital infrastructure deals are poised for higher yields as capital becomes scarce,…
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According to Bloomberg Technology, Blue Owl expects higher returns on digital infrastructure deals amid scarcer capital, while warning that a Democratic sweep in the US midterms could restrict AI compute expansion.
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