Blue Owl Capital’s Stack Infrastructure is exploring a partial or full sale of its Asia-Pacific operations. The deal could value the Denver-based company's regional assets at more than $30 billion. Management is in early-stage discussions with advisors regarding data centers in Australia, Japan, and Malaysia.
Surging demand for artificial intelligence infrastructure is driving significant investor interest in the region. The potential sale follows Blue Owl’s recent decision to limit investor withdrawals from two of its funds. This suggests a strategic shift to reallocate capital across the firm's portfolio. Deliberations remain in the early stages, and the company has made no final decisions.