{"id":321,"date":"2026-05-19T07:04:34","date_gmt":"2026-05-19T07:04:34","guid":{"rendered":"https:\/\/americanhomejournals.com\/?p=321"},"modified":"2026-05-19T07:04:34","modified_gmt":"2026-05-19T07:04:34","slug":"smart-people-react-to-google-and-blackstone-teaming-up-on-an-ai-company","status":"publish","type":"post","link":"https:\/\/americanhomejournals.com\/?p=321","title":{"rendered":"Smart people react to Google and Blackstone teaming up on an AI company"},"content":{"rendered":"
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Google and Blackstone are launching a new AI company that would rival cloud providers like CoreWeave and Nebius.<\/p>\n

Read more Chamath Palihapitiya warns PwC and Accenture against working with OpenAI and Anthropic: \u2018You are letting the fox into the henhouse\u2019<\/a><\/p>\n

Blackstone, the world’s biggest asset manager, will invest $5 billion in the new US-based company at the start, the firms said Monday. The company plans to offer data center capacity, operations, and Google Cloud’s Tensor Processing Units as a service.<\/p>\n

Thomas Kurian, the CEO of Google Cloud, said in the statement that the new company gives organizations more options to access compute.<\/p>\n

“This joint venture with Blackstone helps meet growing demand for TPUs, which are optimized specifically for efficiency and performance in the AI era,” Kurian said.<\/p>\n

Here’s how tech analysts and investors reacted to the news:<\/p>\n

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Rittenhouse Research<\/h2>\n
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In an X post, Rittenhouse Research, a market research and investment analysis firm, noted that most major neocloud providers \u2014 including CoreWeave, Nebius, Crusoe, and Lambda \u2014 have largely aligned themselves with Nvidia hardware, creating an opening for Google-backed TPU alternatives.<\/p>\n

The firm added that while the move could increase competition for those companies, it’s ultimately a strong endorsement of the neocloud model that those firms helped establish.<\/p>\n

Read more A VC\u2019s viral tweet has people debating if $500K in San Francisco means you\u2019re destined for the \u2018permanent underclass\u2019<\/a><\/p>\n<\/div>\n<\/div>\n<\/section>\n

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Gilles Drieu, former director of engineering at Google<\/h2>\n
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Gilles Drieu, the chief technology officer at ADT and a former engineering leader at Google, said Google and Blackstone’s new TPU-based AI cloud reflects several major shifts underway in the AI infrastructure market.<\/p>\n

In an X post, he said that hyperscalers are beginning to commercialize their proprietary chips outside their own cloud platforms. Meanwhile, private capital is increasingly funding large-scale AI infrastructure projects once financed directly by Big Tech companies.<\/p>\n

Drieu also said the AI stack is becoming more vertically integrated, spanning chips, inference, and energy infrastructure.<\/p>\n

“Compute is starting to behave like a strategic supply chain,” he wrote on X.<\/p>\n<\/div>\n<\/div>\n<\/section>\n

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Jason Kotik, portfolio manager at Rockefeller Global Investment Management<\/h2>\n
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“‘Welcome to Hell’ is the perfect way to put it,” wrote Kotik, an equities portfolio manager at Rockefeller Global.<\/p>\n

“Google and Blackstone joining forces means every other AI company just got put on notice,” Kotik said on X. “The big players are consolidating power fast, and the small fry are getting squeezed out.”<\/p>\n

Read more How network intelligence can help businesses anticipate risks, ensure uptime, and deliver on AI<\/a><\/p>\n<\/div>\n<\/div>\n<\/section><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"

“The small fry are getting squeezed out,” wrote one equities portfolio manager.<\/p>\n","protected":false},"author":1,"featured_media":320,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-321","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-interesting"],"yoast_head":"\nSmart people react to Google and Blackstone teaming up on an AI company - American home journals<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/americanhomejournals.com\/?p=321\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Smart people react to Google and Blackstone teaming up on an AI company - American home journals\" \/>\n<meta property=\"og:description\" content=\""The small fry are getting squeezed out," wrote one equities portfolio manager.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/americanhomejournals.com\/?p=321\" \/>\n<meta property=\"og:site_name\" content=\"American home journals\" \/>\n<meta property=\"article:published_time\" content=\"2026-05-19T07:04:34+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/americanhomejournals.com\/wp-content\/uploads\/2026\/05\/c27140b1f5a17ef2af34c6dabf5a12e8.webp\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"600\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/webp\" \/>\n<meta name=\"author\" content=\"admin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"admin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/americanhomejournals.com\\\/?p=321#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/americanhomejournals.com\\\/?p=321\"},\"author\":{\"name\":\"admin\",\"@id\":\"https:\\\/\\\/americanhomejournals.com\\\/#\\\/schema\\\/person\\\/a3bb30439d8074c26cddd2e4af7af957\"},\"headline\":\"Smart people react to Google and Blackstone teaming up on an AI company\",\"datePublished\":\"2026-05-19T07:04:34+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/americanhomejournals.com\\\/?p=321\"},\"wordCount\":432,\"commentCount\":0,\"image\":{\"@id\":\"https:\\\/\\\/americanhomejournals.com\\\/?p=321#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/americanhomejournals.com\\\/wp-content\\\/uploads\\\/2026\\\/05\\\/c27140b1f5a17ef2af34c6dabf5a12e8.webp\",\"articleSection\":[\"Interesting\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/americanhomejournals.com\\\/?p=321#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/americanhomejournals.com\\\/?p=321\",\"url\":\"https:\\\/\\\/americanhomejournals.com\\\/?p=321\",\"name\":\"Smart people react to Google and Blackstone teaming up on an AI company - 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