Blackstone plans $30 billion investment in Japan AI data centres, Nikkei reports

Key Takeaways

• AI infrastructure, especially data centres, is Blackstone’s top investment focus—eight of its top 10 performing investments last quarter involved data centres, LNG, or battery storage, underlining the strategic importance of compute capacity (bloomberg.com).
• Blackstone is accelerating global AI infrastructure expansion—recent ventures include a joint AI cloud business with Google (initial equity of $5 billion, potentially reaching $25 billion including leverage for 500 MW capacity by 2027) (fidelity.com).
• In Japan, Blackstone’s presence is already established via AirTrunk: in March 2026, a record ¥191.6 billion (~$1.24 billion) green loan was secured to expand its Tokyo AI data centre campus ahead of this committed broader deployment (cointelegraph.com).