Development

Blackstone and TPG plan 40 GW as Big Tech's compute share falls to 18%

development2025-12-22

Claim

Blackstone and TPG are planning 40 gigawatts of capacity, with Big Tech's share of global compute forecast to shrink to 18% by 2032.

Reported metric: 40 GW; 18% by 2032

Reporting date: 2025-12-22 (not necessarily the event date)

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Welcome to December 22, 2025 (theinnermostloop.substack.com)

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Welcome to December 22, 2025

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Blackstone and TPG plan 40 GW as Big Tech's compute share falls to 18%
Innermost Loop KB — secondary record
Reporting date: 2025-12-22
KB permalink: https://nicholsn.github.io/innermost-loop-kb/developments/2025-12-22-blackstone-tpg-40gw
Claim: Blackstone and TPG are planning 40 gigawatts of capacity, with Big Tech's share of global compute forecast to shrink to 18% by 2032.
Attributed sources:
- Welcome to December 22, 2025 — https://theinnermostloop.substack.com/p/welcome-to-december-22-2025
This citation does not imply independent verification of linked-source claims.

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