$40B AI Data Center Deal Could Reshape Computing Landscape

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The Artificial Intelligence Infrastructure Partnership (AIP), a consortium led by BlackRock’s GIP and including Nvidia, Microsoft, and Elon Musk’s xAI, is set to acquire Aligned Data Centers from Macquarie Asset Management for a record-breaking $40 billion.

The purchase gives AIP control over over 5 gigawatts of operational and planned AI-ready data center capacity across the Americas, along with proprietary cooling technology designed for high-density AI workloads. The deal, expected to close in the first half of 2026, marks the consortium’s first major investment and positions it at the forefront of AI infrastructure expansion.

[The_Walking_Dead]

$40B for 5GW of AI-ready power — BlackRock, Nvidia, and xAI are literally buying the future of compute

[Swipe]

The AI arms race just went physical whoever controls the power and cooling wins the compute war

[Couturier]

That’s a sharp comment — the AI infrastructure game has officially gone real-world industrial
Whoever locks down energy, cooling, and compute capacity wins the next decade.

[Rimon Khan]

A deal of this scale signals how AI infrastructure is fast becoming the backbone of global computing.

[Abdul Khan]

Massive investments like this are setting the stage for an AI-driven industrial revolution.