Good morning, PE Hubsters! Rafael Canton opens the US edition of the Wire by spotlighting how private‑equity giants are aligning with AI specialists. Blackstone and Hellman & Friedman, alongside Anthropic, have launched an enterprise‑services firm called Ode with Anthropic, signalling a new era of AI‑first investments.

In a related move, Blackstone, Apollo and KKR are channeling $5.34bn into projects led by Williams, underscoring the growing appetite for tech‑heavy infrastructure. The deal not only fuels Williams’ expansion plans but also positions the trio to tap into AI‑driven efficiencies across the energy sector.

These collaborations illustrate a broader trend: PE firms seeking to diversify portfolios and gain early access to cutting‑edge AI capabilities. By partnering with firms like Anthropic, they can embed AI into operational workflows, enhance decision‑making, and unlock new revenue streams.

The announcement also notes GIP’s agreement to acquire a majority stake in Summit Ridge Energy, further expanding the AI‑powered investment landscape in the U.S. market.