Portfolio CEOs report more deployment, without an energy breakdown
Blackstone says nearly half of surveyed portfolio CEOs report AI in production or fully deployed, up from under 30% a year earlier. Eighty percent plan to increase spending.
Deployment stage and planned spending are reported; productivity, cash returns and energy-company adoption are not measured here.
Limits: Sponsor-reported, nonrepresentative subset with changing composition and no energy subgroup. Blackstone’s own token consumption is a separate internal-use measure, not a portfolio operating result.
Pattern Recognition / AI Adoption Is Accelerating · 2026-08-05