Blackstone и KKR ведят переговоры с Google о доступе к AI-моделям

Blackstone and KKR — two of the world's largest investment funds — are in negotiations with Google to provide portfolio companies with access to Alphabet's advanced AI models. This involves a systematic approach to deploying AI across hundreds of assets managed by these giants. This is not simply a technology purchase, but the formation of a new investment strategy.

Scale of Portfolios and Ambitions

Blackstone manages assets worth over $1 trillion, KKR manages approximately $520 billion. Both funds' portfolios contain hundreds of companies of different sizes and sectors: from technology startups to manufacturing enterprises, logistics services, and companies in the service sector. By integrating access to Google AI, investors will be able to scale the technology simultaneously across multiple assets:

• Accelerate digital transformation of portfolio companies
• Increase operational efficiency through automation
• Deploy identical AI tools across the entire asset ecosystem
• Improve financial metrics and profitability before investment exit
• Give portfolio companies a competitive advantage in the market

For investment funds, this means that AI has ceased to be an experimental technology — it is now a strategic tool for increasing asset value. Funds that adopt AI more slowly risk falling behind in value creation.

Wave of Corporate AI Alliances

The Blackstone and KKR negotiations fit into a broader and rapidly developing trend in the corporate market. Major technology companies — Google, Microsoft, OpenAI — are actively building alliances not only with corporations, but with influential financial structures and investment funds. Microsoft has invested tens of billions of dollars in OpenAI and integrated its models into Azure, Office 365, GitHub, and other key services.

Amazon has created a deep partnership with Anthropic, allocating billions for investment. Google is strengthening Gemini's position not only through its own consumer and cloud services, but also through strategic agreements in the corporate market. Each of the major players understands one thing: control over AI is control over the future of the digital economy.

Direct partnerships with investment funds provide access to a vast number of companies and users without the need to create separate products for each individual segment or industry. This is strategically more efficient than attempting to reach each company separately.

Consequences and Risks

This trend carries several important consequences for different market participants. For companies in investor portfolios, this means accelerated AI adoption. Startups and emerging companies will be able to use the same advanced models and tools as large corporations, neutralizing some of the traditional advantages of scale.

This could lead to faster innovation in less technology-oriented industries. For Google, this means Gemini and other Alphabet models will be widely distributed in the corporate environment — not through direct contracts with each company, but through the mediation of investment funds that influence the strategy of thousands of enterprises. A third consequence may be even more important: the beginning of a new norm formation.

Large investment funds will expect and require their portfolio companies to use advanced AI models as a standard business tool, rather than as an optional feature.

What This Means

AI is becoming a critical part of investment strategy, rather than simply an optional technology. For investors, this is an opportunity to increase asset returns and accelerate their growth. For Google and other AI companies, this is a mass and stable distribution channel into the corporate segment through reliable partners. For companies that have gained access through investment funds, this is a chance to compete on more equal terms with industry leaders who previously had the advantage of access to advanced technologies.