What Blackstone makes for data centers
public
Listing
Snapshot 2026-08-28T02:17:39Z — nightly, not real-time. · Chart on TradingView ↗
Exposure
2 parts across 3 layers
No disclosed data-center revenue share on file.
Units and subsidiaries: AirTrunk, Copeland, QTS
Parts, by layer
Layer 6 — Facility cooling & HVAC
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Compressors (via Copeland) | manufacturer | inferred | Daikin, Mitsubishi Heavy Industries, Bitzer, Copeland, Danfoss |
Layer 9 — Building shell, site & construction
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Data center developers, operators & REITs (via AirTrunk) | developer | inferred | Accton (Edgecore), AdaniConneX, Applied Digital, Bitfarms, Cipher, CleanSpark | region: international |
| Data center developers, operators & REITs (via QTS) | developer | inferred | Accton (Edgecore), AdaniConneX, Applied Digital, Bitfarms, Cipher, CleanSpark | region: US |
Layer 11 — Software, tools & services touching the hardware (optional)
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Capital & financing | service | inferred | Apollo, Ares, Bank of America, BlackRock, Blue Owl, Brookfield | |
| GPU-backed lending | service | inferred | Brookfield, Coatue, Magnetar |