Blackstone. Every tracked FinTwit mention of $BX, newest first. 19 mentions since the first on Apr 15, 2026. See the price chart.
June 2026 · 2 mentions
Jun 2
TheValueist — $GOOGL $AVGO $APX $BX RESEARCH NOTE - Anthropic-Google TPU Capital Stack: AI Infrastructure Becomes A Balance Sheet Trade
https://t.co/Mx0Q750EJG
Bottom Line: The Anthropic-Googl…↗
Jun 1
TheValueist — Very bullish. You have this $GOOGL equity offering, $APO $BX $36bn debt financing, plus Anthropic IPO. Tons of cash coming into the Team TPU system.↗
May 2026 · 13 mentions
May 29
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Dell $DELL says customer conversations around AI infrastructure are increasingly multi-year in nature,…↗
May 28
TheValueist — $APO $BX $NVDA $MU $SNDK $LITE So, this is why Marc is now deeply plugged into the GAI/tech ecosystem.
(Bloomberg) -- Apollo Global Management Inc. and Blackstone Inc. are workin…↗
May 20
Shay Boloor — The $GOOGL & $BX neocloud news validates how tight AI compute supply still is with the new platform reportedly targeting 500MW by 2027.
If Google is contributing TPUs, software &…↗
TheValueist — $KKR $BX launching/launched multiple standalone entities for both GAI infrastructure investments AND portfolio companies' GAI operations integration. Mega-cap PE often always the t…↗
Apr 15
Vulture trades 🦅 — High Confidence Swing 🚨
$BX 140 Call 4/24 at 1.12↗
— $NVDA $MU $SNDK $LITE Read this and watch @GavinSBaker ‘s Sohn interview. Outstanding and inside baseball read on what is transpiring in the GAI infrastructure trade. I agree with…
The Future Investors — $GOOGL $BX Blackstone and Google launched a major AI infrastructure venture to offer cloud access to Google’s TPUs 🤖⚡
▪️ Blackstone commits $5B upfront
▪️ Total investment could…↗
May 19
TheValueist — $GOOGL $BX EXECUTIVE OVERVIEW
Google’s TPU cloud joint venture with Blackstone is strategically more important than the headline $5 billion equity commitment implies. The transact…↗
May 19
TheValueist — $GOOGL $BX While we are discussing psychology, recognizing my confirmation bias in this TPU situation was key to me sizing up my GOOGL position. It's better to realize it late than…↗
May 19
Shay Boloor — $GOOGL and $BX are reportedly launching a new AI neocloud company with Blackstone providing $5B in equity and Google supplying TPUs, software and services.
The goal is to bring 50…↗
Ray Wang — $GOOGL and $BX to Create $5B New AI Cloud Company Using TPU, per WSJ.
Aims to bring 500MW of capacity online in 2027. https://t.co/iGIw26QQaz↗
May 13
Shay Boloor — Air Force One has officially landed in China with President Trump, $TSLA CEO Elon Musk and $NVDA CEO Jensen Huang onboard.
Other CEOs reportedly joining the trip:
• $AAPL CEO Tim…↗
May 13
Michael | Hypermarkets — Trump just landed in China with the most powerful CEO's for President Xi:
Get ready for SPY target $800+ (revised from $780).
🍎 Tim Cook — $AAPL
Apple manufactures ~90% of iPho…↗