Blue Owl Capital Forecasts Over $1 Trillion Global Data Center Market at KIC New York Forum

Blue Owl Capital, one of the world's largest alternative asset managers, forecasts that the global data center market will exceed $1 trillion in value, according to a presentation at the KIC New York Forum on September 18, 2026. The forecast underscores the massive capital investment required to build the infrastructure needed to support the explosive growth of artificial intelligence and cloud computing. Blue Owl, which has been an active investor in data centers and related infrastructure, believes the market will continue to expand rapidly as hyperscale cloud providers, AI companies, and enterprises race to secure computing capacity. The data center boom has been fueled by the insatiable demand for GPUs and the power infrastructure needed to run them, with companies like Nvidia, Microsoft, Amazon, and Google investing tens of billions of dollars annually in new facilities. OWL shares dipped 1.58% on the day, reflecting broader market weakness rather than a negative reaction to the forecast. For content creators, this is a critical story about the infrastructure backbone of the AI economy and the immense investment opportunities in data centers, power generation, and networking equipment. The $1 trillion market forecast highlights the scale of the opportunity and the challenges of financing and building the physical infrastructure required to support the AI revolution.