1619 ET - Blue Owl Co-Chief Executive Marc Lipschultz says at the Bernstein Strategic Decisions Conference that he is not worried about hyperscalers' ability to pay their data center financing obligations. "There's no case where these assets don't produce profits," he says. Microsoft and Amazon are going to pay their bills, Lipschultz says. "The conversation ends up often migrating to 'well, what about Oracle?' I mean, they have a mere $600 billion market cap. And sure, there's a difference between a BBB credit rating and a AAA credit rating. They're mighty good credit ratings, but they all have big backlogs of revenue," he says. (nicholas.miller@wsj.com)

(END) Dow Jones Newswires

May 29, 2026 16:19 ET (20:19 GMT)

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