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Foundations for the Future: The Case for Digital Infrastructure

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Explosive growth in data creation, accelerated by cloud computing and AI, is driving unprecedented demand for digital infrastructure - particularly hyperscale data centers. Hyperscalers are committing massive, long‑term capital to expand capacity, creating a multi‑trillion‑dollar investment opportunity supported by durable, contractual demand. For long‑term investors, data centers offer infrastructure‑like cash flows with tech‑enabled growth, diversification benefits, and inflation protection potential.

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Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®.

With over $307 billion in assets under management as of December 31, 2025, we invest across three multi-strategy platforms: Credit, Real Assets and GP Strategic Capital. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation.

Together with approximately 1,365 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional.

Blue Owl Capital 
Seagrams Building
375 Park Avenue, 4th Floor,
New York, NY, 10022

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