BlackRock, Nvidia-Backed Group Secure Massive $40 Billion AI Data Centre Deal

As per the news reports, in a landmark move underscoring the race for artificial intelligence (AI) infrastructure, an investor consortium led by BlackRock, Microsoft, and Nvidia has announced a $40 billion acquisition of Aligned Data Centres, one of the world’s largest data centre operators. 

The deal with Macquarie Asset Management marks the first major investment under the AI Infrastructure Partnership, signalling a bold step to secure the computing backbone for next-generation AI development.

A Strategic Move to Power AI Growth

This acquisition reflects the growing push by global tech and investment firms to expand computing power for AI systems. As per the news reports, Larry Fink, CEO of BlackRock and Chairman of the AI Infrastructure Partnership, said, “With this investment in Aligned Data Centres, we further our goal of delivering the infrastructure necessary to power the future of AI.”

Aligned Data Centres, headquartered in Dallas, Texas, operates over 5 gigawatts of current and planned capacity across 50 campuses in the U.S. and Latin America. The company, founded in 2013, has been instrumental in building scalable, high-performance facilities to support global AI infrastructure. CEO Andrew Schaap will continue to lead the company following the acquisition, which is expected to close in the first half of 2026.

Rising Demand for Data and Infrastructure

The deal comes amid an unprecedented surge in global AI investment. Morgan Stanley projects that tech giants such as Alphabet, Amazon, Meta, Microsoft, and CoreWeave will collectively spend $400 billion on AI infrastructure this year. 

In parallel, OpenAI has entered multibillion-dollar chip supply deals with Nvidia, AMD, and Broadcom valued at over $1 trillion, securing 26 gigawatts of computing capacity, enough to power 20 million U.S. homes.

Aligned has also benefited from the ongoing boom, raising $12 billion earlier this year in one of the largest private fundings for a data centre company. Its clients include Nutanix and Datto, and its parent investor, Macquarie Asset Management, first invested in 2018.

Investor Vision and Market Impact

In addition to the lead partners, the investor consortium includes Abu Dhabi-based MGX, Elon Musk’s xAI, Kuwait Investment Authority, and Singapore’s Temasek. The group plans to deploy $30 billion in equity capital, expandable up to $100 billion, including debt, reinforcing confidence in the global AI infrastructure market.

Read More: Kingfisher Plc Deepens Partnership with TCS for AI-Driven Transformation!

Conclusion

The $40 billion Aligned Data Centres deal cements India’s growing role in AI infrastructure and highlights a new era of global collaboration to power the future of intelligent computing.

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