## Blue Owl Weighs $30B Deal for Stack’s Asia Portfolio, Sources Say
Blue Owl Capital is considering a major acquisition of Stack Infrastructure's Asia-Pacific portfolio, a deal that could reach $30 billion if completed, according to sources familiar with the matter. The potential transaction would represent one of the largest deals in the data center and digital infrastructure space, signaling intensified competition among alternative asset managers for AI-adjacent real assets. Blue Owl, already a dominant player in private credit and real estate, has been expanding its digital infrastructure holdings as demand for data center capacity surges globally.

Stack Infrastructure, backed by private equity firm Digital Bridge, has built a substantial portfolio of hyperscale data center assets across Asia, where cloud computing and AI workloads are driving unprecedented demand. The company has been positioning itself as a key player in meeting the infrastructure needs of major technology firms. A sale to Blue Owl would mark a significant shift in ownership of these strategic assets, potentially reshaping the competitive landscape for data center operators in the region.

The report comes as institutional investors increasingly seek exposure to digital infrastructure as an inflation hedge and growth driver. Blue Owl's potential bid underscores the growing convergence between traditional alternative asset management and the technology sector's infrastructure needs. Whether the deal moves forward remains uncertain, with sources cautioning that negotiations are preliminary and could collapse over valuation or regulatory concerns. If a transaction is confirmed, it would rank among the largest infrastructure deals in recent memory and draw heightened scrutiny from regulators in multiple jurisdictions.
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- **Source**: Seeking Alpha
- **Sector**: The Vault
- **Tags**: private equity, data centers, digital infrastructure, Asia-Pacific, M&A
- **Credibility**: unverified
- **Published**: 2026-05-06 05:01:37
- **ID**: 79646
- **URL**: https://whisperx.ai/en/intel/79646