Blue Owl Sees Gains as Election Results Limit AI Compute Supply
Blue Owl Capital Inc. expects higher earnings from digital infrastructure deals due to scarce capital. Erik Bissonnette, president of Blue Owl Technology Finance Corp., cited sustained demand for compute but potential supply challenges post-US midterm elections. The company reported $330 billion in assets and a $2.4 billion AI financing deal with Iren Ltd. OTF aims to increase compute investments to high single digits, focusing on secure cash flows.



