Google courts Blackstone and KKR for portfolio-wide AI deals

Google is negotiating omnibus agreements with Blackstone, KKR, and EQT to distribute AI models across their portfolio companies, turning private equity into the most powerful distribution channel for enterprise AI. The deals would standardise access to Gemini and other Google models across hundreds of mid-market companies, bypassing traditional enterprise sales cycles. Blackstone launched a dedicated AI division while Anthropic closed a $1.5 billion joint venture with PE partners to provide competing AI tooling. With Blackstone and KKR managing over $2 trillion combined, these partnerships could determine which AI models become the default for middle America's businesses.