Consortium Comprised Of BlackRock, Nvidia, Microsoft Among Others To Acquire Aligned Data Centers In $40 Billion Deal

An investment consortium comprising BlackRock Inc. (BLK), Nvidia Corp. (NVDA), Microsoft Corp. (MSFT), and Elon Musk-led xAI, among others, announced that they will acquire Aligned Data Centers. The deal values the company at $40 billion, including debt.

The deal also includes MGX, which is Mubadala Investment Co.’s AI investment arm. The investment consortium, dubbed The Artificial Intelligence Infrastructure Partnership, is initially targeting the deployment of $30 billion in equity, which can be raised to $100 billion eventually, including debt.

BlackRock’s shares were up nearly 2% in Wednesday’s pre-market trade, while Nvidia's shares were up around 3%. Retail sentiment on Stocktwits around BlackRock was in the ‘extremely bullish’ territory, while users felt ‘neutral’ about Nvidia.

“With this investment in Aligned Data Centers, we further our goal of delivering the infrastructure necessary to power the future of AI, while offering our clients attractive opportunities to participate in its growth,” said Larry Fink, Chairman and CEO of BlackRock, and Chairman of AIP. This is AIP’s first investment, and the transaction is expected to close in the first half of 2026.

Aligned Data Centers is based out of Dallas, Texas, and its portfolio includes 50 campuses and more than five gigawatts of operational and planned capacity, primarily located in regions across the U.S. and Latin America.

This acquisition follows multiple deals in the AI sector over the past few weeks. This includes two deals signed by OpenAI with chip giants Nvidia and Advanced Micro Devices Inc. (AMD), Oracle Corp.’s (ORCL) 50,000 chip deal with AMD, and Walmart Inc.’s (WMT) partnership with OpenAI to allow customers to shop on ChatGPT.

BLK stock is up 17% year-to-date, while NVDA stock is up 34%.

Also See: Dow Futures Rise After Jerome Powell’s Speech On Labor Market Weakness: ASML, BAC, UAL, MS Among Stocks To Watch

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