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Monroe Capital is staying away from AI data centers, while Blue Owl is investing more in them.

OpinionRead the original at Benzinga
Neutral

Blue Owl says data centers are a key growth area, and its real-assets business is growing fastest. But Project Jupiter payments could be delayed if setbacks push it past its planned 2028 launch, leaving opportunity and project risk in the same story.

OWL · Blue Owl Capital

AI read · Neutral

The AI's read

For Blue Owl, data centers are a growing business area, but they are not a sure source of future income. Its real-assets division is the firm’s fastest-growing segment. Project Jupiter also faces a condition that could delay payments if setbacks push it past its planned 2028 launch. Other investors warn that data center projects can bring costly losses. The story shows both promise and real project risk, without showing which will prevail.

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