{
  "generatedAt": "2026-10-22T01:47:05Z",
  "disclaimer": "Analysis and opinion, not investment advice.",
  "kind": "company",
  "slug": "blackstone",
  "name": "Blackstone",
  "ticker": "BX",
  "url": "https://deepstack.ltd/companies/blackstone/",
  "api": "https://deepstack.ltd/api/v1/entities/companies/blackstone.json",
  "summary": "Blackstone is named in 1 Part of The Buildout, most recently Part 1: Nvidia’s Demand Is Real. Its Financing Is Fragile..",
  "parts": [
    {
      "part": 1,
      "headline": "Nvidia’s Demand Is Real. Its Financing Is Fragile.",
      "url": "https://deepstack.ltd/stories/nvidias-demand-insatiable-or-manufactured/"
    }
  ],
  "numbers": [],
  "mentions": [
    {
      "part": 1,
      "section": "Lede",
      "excerpt": "Ten weeks later, Apollo and Blackstone were assembling a $35 billion first tranche of an “AI XPU platform”: twenty gigawatts of Broadcom-designed compute through 2028.",
      "url": "https://deepstack.ltd/stories/nvidias-demand-insatiable-or-manufactured/"
    },
    {
      "part": 1,
      "section": "Private credit, public appetite",
      "excerpt": "Apollo and Blackstone can assemble capital for an AI XPU platform without asking any single balance sheet to carry the full future.",
      "url": "https://deepstack.ltd/stories/nvidias-demand-insatiable-or-manufactured/"
    }
  ],
  "sides": [
    {
      "part": 16,
      "question": null,
      "side": "the-loan-is-a-bridge",
      "sideLabel": "The loan is a bridge",
      "claim": "On circularity fears: recent third-party capital from Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR was independently underwritten apart from one another and replaces Nvidia's balance sheet rather than merely extending it, which…",
      "date": "2026-08-12",
      "url": "https://taekim.substack.com/p/nvidia-is-speedrunning-the-creation",
      "linkVerified": true,
      "storyUrl": "https://deepstack.ltd/stories/the-seller-holds-the-paper/",
      "sidesUrl": "https://deepstack.ltd/sides/the-seller-holds-the-paper/"
    },
    {
      "part": 16,
      "question": null,
      "side": "the-loan-is-a-bridge",
      "sideLabel": "The loan is a bridge",
      "claim": "NVIDIA has invested approximately 50 billion dollars in AI labs and is working with firms like Blackstone and BlackRock to establish financing platforms targeting over 500 billion dollars of third-party infrastructure capital, with roughly…",
      "date": "2026-08-28",
      "url": "https://gaetanoresearch.substack.com/p/nvda-earnings-discussion",
      "linkVerified": true,
      "storyUrl": "https://deepstack.ltd/stories/the-seller-holds-the-paper/",
      "sidesUrl": "https://deepstack.ltd/sides/the-seller-holds-the-paper/"
    }
  ],
  "coverage": null,
  "lastUpdated": "2026-10-22",
  "market": {
    "price": 109.57,
    "change": -0.77,
    "changePercent": -0.6978,
    "marketCap": 126114880225,
    "pe": 24.3489,
    "nextEarnings": "2026-10-22",
    "exchange": "NYSE",
    "currency": "USD",
    "asOf": "2026-10-21T20:02:36.000Z",
    "source": "Financial Modeling Prep",
    "sourceUrl": "https://financialmodelingprep.com",
    "note": "Delayed quotes."
  }
}