QIA and Blue Owl partner to launch $3 billion digital infrastructure platform

DOHA/NEW YORK - Qatar Investment Authority (QIA) and Blue Owl Capital Inc. (NYSE:OWL), a $26.79 billion market cap alternative asset manager with strong financial health according to InvestingPro analysis, have entered into a strategic partnership agreement to create a digital infrastructure platform focused on data centers, according to a press release statement issued Thursday.

The platform will launch with more than $3 billion of initial data center assets and is expected to grow over time. The partnership aims to accelerate global compute capacity available to hyperscalers amid increasing demand for cloud and AI transformation. Blue Owl’s stock, currently trading below its InvestingPro Fair Value, has seen significant growth with revenue increasing 31.81% over the last twelve months.

QIA, Qatar’s sovereign wealth fund, will contribute its global investment perspective, long-term capital base, and experience in infrastructure and technology sectors to the partnership, aligning with Blue Owl’s permanent capital strategy.

"We are pleased to partner with Blue Owl in this transformational digital infrastructure platform," said Mohammed Saif Al-Sowaidi, CEO of QIA. "This partnership aligns with QIA’s strategy to engage with leading global firms that are addressing the world’s growing demand for data centers."

Blue Owl’s Digital Infrastructure strategy is part of the firm’s Real Assets platform. As of June 30, 2025, the strategy has raised $39 billion of capital and invested in 104 facilities across 28 global markets.

Doug Ostrover and Marc Lipschultz, Co-CEOs of Blue Owl, stated that the partnership aims to meet the surging demand for data connectivity and power the next generation of digital transformation.

Blue Owl Capital reported $284 billion in assets under management as of June 30, 2025, while QIA ranks among the largest sovereign wealth funds globally. For deeper insights into Blue Owl’s financial metrics and growth potential, including exclusive ProTips and comprehensive analysis, explore InvestingPro’s detailed research report, available for over 1,400 US stocks.

In other recent news, Blue Owl Capital Inc. has been active with several significant developments. The firm has launched its first interval fund, securing $850 million in initial capital from global private wealth investors. This fund, known as the Blue Owl Alternative Credit Fund, aims to provide individual investors access to alternative credit assets. Additionally, Blue Owl is finalizing a $2.7 billion secondary transaction for its Dyal Capital Partners IV fund, which involves a combination of debt and equity financing. This transaction includes transferring a portion of Blue Owl’s minority stakes in private asset managers into a newly created vehicle with $1 billion in equity.

Moreover, Blue Owl Capital has entered a two-year agreement with PayPal Holdings, Inc. to purchase approximately $7 billion of buy now, pay later receivables. Under this agreement, PayPal will retain responsibility for customer-facing activities related to its U.S. Pay in 4 BNPL products. In another development, Blue Owl is partnering with Qatar Investment Authority to invest in data centers, with an initial $3 billion in assets and QIA contributing around $1 billion in new equity. Lastly, Wells Fargo has maintained its Equal Weight rating on Blue Owl Capital with a price target of $13.00, while noting some changes in the valuation of portfolio companies.

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