Blue Owl targets larger compute allocation as it expects financing spreads to widen
Idioma original: inglés
Blue Owl Technology Finance Corp. is aiming to increase its allocation to compute investments to the high single digits from about 2% of its portfolio at fair value. On its earnings call, President Erik Bissonnette said he expects financing spreads to keep widening and warned that a change in government could constrain computing supply. The fund said its compute deals focus on very short-duration debt.