An investor consortium, which includes BlackRock and Nvidia Corp (NASDAQ:NVDA, ETR:NVD), will acquire Aligned Data Centers from Macquarie Asset Management in an agreement worth $40 billion, Reuters reported on Wednesday.
The media outlet noted that the investment group, known as the Artificial Intelligence Infrastructure Partnership (AIP), plans to deploy $30 billion of equity capital initially, with the potential of reaching $100 billion, including debt.
AIP also includes xAI and Microsoft, in addition to the Kuwait Investment Authority and Singapore’s state-owned investor Temasek as anchor investors.
Aligned, which designs, builds and operates data centers for hyperscalers, neoclouds and enterprises, has 50 campuses in its portfolio and more than 5 gigawatts of operational and planned capacity.
The transaction is expected to close in the first half of 2026.
The number of AI-related infrastructure investment announcements has spiked in recent weeks. ChatGPT creator OpenAI, for example, revealed recently agreements totaling about 26 gigawatts of computing capacity.
Nvidia also said it plans to invest up to $100 billion in OpenAI and provide it with data center systems with at least 10 gigawatts of capacity.
Morgan Stanley estimates large cloud companies, including Alphabet, Amazon, Meta, Microsoft and Coreweave, are on track to spend $400 billion on AI infrastructure this year, according to Reuters.