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OBDC's stake in xAI's chip vehicle

OBDC holds an LP interest in Valor Compute Infrastructure and Class B units in a related holding company, with more committed.

Size
$6.1M · Fair value of two equity lines, 0.1% of net assets. Equity, not debt.
Date
Type
BDC holding
Status
In a filing

Who does what

  • Blue Owl Capital Corpholds LP interest and Class B units
  • xAIleases the chips from the vehicle

What we don’t know

  • How the units rank against the vehicle's debt

Sources

We opened each of these on Oct 30, 2026.

See it on the debt map. Not financial advice.