Microsoft, Nvidia join BlackRock in $40B Aligned Data Centers purchase

Traders Union
All News
Financial News
Microsoft nvidia join blackrock

All news

Top Stories

Editors' Picks

Crypto News

Financial News

Market Voices

Billionaires

Companies

Broker News

Regulators News

Yaroslav Dmytrenko

15.10.2025

Microsoft, Nvidia join BlackRock in $40B Aligned Data Centers purchase — BlackRock and Nvidia lead $40B deal for Aligned Data Centers

The Artificial Intelligence Infrastructure Partnership, which includes BlackRock, Nvidia, Microsoft, and Temasek, is acquiring one of the largest data center owners — Aligned Data Centers — for $40 billion, with potential investments rising to $100 billion.

The acquisition of the U.S.-based Aligned Data Centers from Australia’s Macquarie Asset Management, announced on October 15, marks the first transaction under the AI Infrastructure Partnership formed last year.

The partnership is currently chaired by BlackRock CEO Larry Fink and includes Nvidia, Microsoft, UAE’s MGX, Singapore’s Temasek, the Kuwait Investment Authority, and Elon Musk’s xAI among its members.

While financial details have not been disclosed, investors plan to acquire both Aligned’s existing campuses — with a total capacity of around 5 GW — and ongoing development projects. Overall, Aligned controls about 80 data center sites across the U.S. and Latin America at various stages of design and construction.

Following the deal’s expected closure in the first half of 2026, Aligned’s headquarters will remain in Dallas, Texas, under CEO Andrew Schaap, according to the investor group’s statement.

“Investing in Aligned Data Centers advances our mission to build the infrastructure required for the future of AI,” said BlackRock CEO Larry Fink.

The AI race is just beginning

Earlier this year, amid the AI infrastructure investment boom, Aligned raised $12 billion in equity and debt financing — one of the largest private capital infusions ever for a data center company.

Currently, the firm is developing around 10 major projects across Ohio, Texas, Dallas, Arizona, and other states, many of which will come online later this year and in 2026 with the support of new funding.

According to Reuters, Kuwait Investment Authority and Singapore’s Temasek acted as anchor investors in the Aligned acquisition. The partnership’s initial goal is to raise $30 billion in equity, with potential expansion to $100 billion, including leverage.

Aligned has not disclosed individual partner contributions or the equity structure. However, Joe Tigay, portfolio manager at Equity Armor Investments, a shareholder in Nvidia, said the deal underscores the rising strategic value of data center assets.

“They’re expanding aggressively to meet AI demand and optimize its efficiency,” said Tigay.

According to Morgan Stanley, major technology companies — including Alphabet, Amazon.com, Meta, Microsoft, and CoreWeave — are expected to spend $400 billion on AI infrastructure in 2025.

Meanwhile, OpenAI, at the center of the AI boom, recently signed multi-billion-dollar agreements with chipmakers Nvidia, AMD, and Broadcom worth over $1 trillion, aiming to deliver around 26 GW of computing power — enough to supply 20 million U.S. homes.

Meta Platforms is also building several multi-gigawatt AI data centers, including Prometheus (to launch in 2026) and Hyperion, which could scale up to 5 GW.

As we wrote, Nvidia transformation: From mining leader to AI powerhouse

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.