# SAVRN Index: The Carlyle Group AI Infrastructure Profile Source: https://savrn.com/ai-index/companies/carlyle Markdown alternate of the page above; the site index is https://savrn.com/llms.txt --- [SAVRN Index.](https://savrn.com/ai-index) Explore the IndexCompanies Carlyle reported AUM of $477 billion with 2025 distributable earnings of approximately $1.7 billion on $4.8 billion of revenue. It is one of two sponsors under the US Army's hyperscale data center initiative, developing approximately 1,384 acres at Fort Bliss, El Paso, Texas with initial operating capability in FY2027 and a stated path to 3GW by 2029. Its Copia Power platform, created in 2021, was agreed to be sold to EQT at approximately $2.6 billion, more than five times the original investment. Updated October 25, 2026Capital record from the Capital Atlas Named sites 2 Site commitments on record for The Carlyle Group Disclosed site capital $2.0B Named sites with a stated dollar figure. A floor, not a capex total Disclosed capacity 3,000 MW Named sites with a stated megawatt figure Financing transactions 3 Transactions naming The Carlyle Group or one of its sites Sources 9 Every cited page, listed below MarketMarket data from TradingView, delayed Loading NASDAQ:CG from TradingView Spending ## Reported and guided spending Audited, reported and guided figures as the filing or release states them. Reported lines are what was spent, and guidance is what management expects. They sit side by side and are never combined. | Period | Kind | Amount | As stated | Sources | | --- | --- | --- | --- | --- | | 2025-2026 disclosure | aum | ~$477B | AUM of $477 billion; 2025 distributable earnings of approximately $1.7 billion on $4.8 billion of revenue | | | cumulative into Copia | reported | ~$2.0B | roughly $2 billion invested in Copia's 20,000-acre site west of Phoenix with 1.5GW of solar, in a market Carlyle sizes at $800-900 billion | | Named sites ## Where The Carlyle Group builds | Site | State | Place | Capital | MW | Status | Sources | | --- | --- | --- | --- | --- | --- | --- | | Copia Power site west of Phoenix | [Arizona](https://savrn.com/data-center-capital-atlas/arizona) | n.a. | ~$2.0B | n.a. | construction | | | US Army hyperscale program at Fort Bliss (Carlyle)with U.S. Army | [Texas](https://savrn.com/data-center-capital-atlas/texas) | El Paso | n.a. | 3,000 | announced | | Financing ## Financing transactions Transactions that name The Carlyle Group as a party or attach to one of its named sites. Amounts are as stated, and overlapping commitments are never summed. | Parties | Instrument | Amount | Date | Site | Sources | | --- | --- | --- | --- | --- | --- | | CoreWeave + Blackstone + Magnetar + Coatue + Carlyle + CDPQ + BlackRock + DigitalBridgeBlackstone-led delayed-draw term loan with Magnetar, Coatue, Carlyle, CDPQ, BlackRock and DigitalBridge participating. | debt facility | $7.5B | May 17, 2024 | n.a. | | | Carlyle (seller) + EQTCarlyle agreed to sell its power and AI infrastructure platform Copia Power to EQT. | acquisition | ≥$2.6B | completion expected by the end of 2026 | Copia Power site west of Phoenix (AZ) | | | Bharti Airtel + CarlyleCarlyle participated in the fund raise for Bharti Airtel's Nxtra data center business. | equity raise | $1.0B | announced March 30, 2026 | n.a. | | The record ## Sourced facts on The Carlyle Group - Copia Power holds more than 20 gigawatts of thermal and renewable generation opportunities, 9 gigawatts of data center opportunities across its campus portfolio, and has brought 2.6 gigawatts into operation or construction; its broader pipeline includes over 25 GW of solar and storage and about 7 GW of natural gas. - Carlyle participated in a $1 billion fund raise for Bharti Airtel's Nxtra data center business in India. - Fort Bliss water and electricity use has drawn local scrutiny; no formal pause disclosed. Sources ## Sources for The Carlyle Group Every source cited on this page, once each. - carlyle.com[Carlyle](https://www.carlyle.com/up-close-with-carlyle/powering-ai%E2%80%99s-growth-critical-infrastructure-%E2%80%99s-needed) - irei.com[IREI](https://irei.com/news/carlyle-agrees-to-sell-its-power-and-ai-infrastructure-platform-copia-power-to-eqt/) - army.mil[U.S. Army](https://www.army.mil/article/291360/army_reaches_conditional_agreement_with_private_industry_for_hyperscaled_data_centers) - elpasomatters.org[El Paso Matters](https://elpasomatters.org/2026/04/30/fort-bliss-data-center-water-electricity-use-army-carlyle-group-meta-project-jupiter/) - datacenterdynamics.com[DCD](https://www.datacenterdynamics.com/en/news/us-army-taps-carlyle-and-cyrusone-to-develop-data-centers-on-army-owned-land/) - investors.coreweave.com[CoreWeave IR](https://investors.coreweave.com/news/news-details/2024/CoreWeave-Secures-7-5-Billion-Debt-Financing-Facility-led-by-Blackstone-and-Magnetar/default.aspx) - blackstone.com[Blackstone](https://www.blackstone.com/news/press/coreweave-secures-7-5-billion-debt-financing-facility-led-by-blackstone-and-magnetar/) - datacenters.economictimes.indiatimes.com[ET DataCenters](https://datacenters.economictimes.indiatimes.com/news/investments-deals/carlyle-sells-data-centre-power-platform-copia-to-eqt-for-2-6-billion/132319825) - reuters.com[Reuters](https://www.reuters.com/world/india/indias-bharti-airtel-announces-1-billion-fund-raise-data-center-business-nxtra-2026-03-30/) Private equity and infrastructure ## More in the Index [Antin Infrastructure Partners](https://savrn.com/ai-index/companies/antin)[Apollo Global Management](https://savrn.com/ai-index/companies/apollo)[Ares Management](https://savrn.com/ai-index/companies/ares)[BlackRock / GIP / AI Infrastructure Partnership](https://savrn.com/ai-index/companies/blackrock-gip-aip)[Blackstone](https://savrn.com/ai-index/companies/blackstone)[Brookfield (BAM / Brookfield Infrastructure Partners)](https://savrn.com/ai-index/companies/brookfield)[Copenhagen Infrastructure Partners](https://savrn.com/ai-index/companies/cip)[DigitalBridge](https://savrn.com/ai-index/companies/digitalbridge)[EQT](https://savrn.com/ai-index/companies/eqt)[Global Infrastructure Partners (as a distinct platform)](https://savrn.com/ai-index/companies/gip)[I Squared Capital](https://savrn.com/ai-index/companies/i-squared)[IPI Partners / Blue Owl](https://savrn.com/ai-index/companies/ipi-blue-owl)[KKR](https://savrn.com/ai-index/companies/kkr)[Macquarie Asset Management](https://savrn.com/ai-index/companies/macquarie-am)[Oaktree Capital Management](https://savrn.com/ai-index/companies/oaktree)[Pensions & Sovereign Wealth Funds (CalPERS, CPPIB, CDPQ/La Caisse, OTPP, PSP, ADIA, GIC, Mubadala, MGX)](https://savrn.com/ai-index/companies/pensions-swfs)[Silver Lake](https://savrn.com/ai-index/companies/silver-lake)[Stonepeak](https://savrn.com/ai-index/companies/stonepeak) Capital figures come from the [Capital Atlas](https://savrn.com/data-center-capital-atlas), refreshed every Tuesday, Thursday and Saturday. Site commitments overlap reported capital expenditure and overlap one another, so each figure appears as its source states it and none are added into a single deployment number. Informational, not investment advice. Sources The SAVRN reference set ## Seven references, one system Capital, delay, policy, water, grid, permits and scarcity are one system seen from seven sides. Each reference is primary-sourced, refreshed on a schedule, and links into the others, so a project can be followed from the money committed to the docket that stopped it. Capital Atlas Who is funding AI data centers: capital providers, named sites, financing transactions, and the blocked-and-delayed record, state by state and company by company. [Open the atlas →](https://savrn.com/data-center-capital-atlas) Delay Watchlist Project-level slippage: named projects, jurisdictional actions, utility and federal dockets, SEC disclosures, and the interconnection queue. Open the watchlist → Moratorium Tracker The policy layer: every state measure and local moratorium mapped and cited, with one page per state. Open the tracker → Water Tracker Every federal, state, local and interstate water measure that touches a data center, plus a fifty-state water ledger. Open the water tracker → Grid Operator Watchlist ERCOT, PJM, MISO, CAISO, SPP, NYISO, ISO-NE and FERC: the large-load rules, filings and queue positions that decide whether a site can energize. Open the watchlist → Permits and Power Development Data center and substation permits, large loads in the interconnection queues, and the power plants planned to serve them, refreshed hourly from public records. Open the permits tracker → SAVRN Scarcity Tracker Eleven primary-sourced indicators of AI infrastructure scarcity, one composite index, read against the token index, SAVRN's own cost basis and the frontier ceiling. Open the scarcity tracker → Have a specific address? Site Intelligence reads all seven references against one location, county, utility and grid operator included, and cites every finding. [Check an address →](https://savrn.com/site-intelligence)