BlackRock(US:BLK) Huan Qiu Wang·2025-10-04 01:08Group 1 - BlackRock's Global Infrastructure Partners (GIP) is in advanced negotiations to acquire Aligned Data Centers, targeting a major beneficiary of AI spending, potentially becoming one of the largest deals of the year [1][3] - Aligned Data Centers is estimated to be valued at approximately $40 billion, supported by Macquarie Group, with Mubadala Investment Company’s AI investment firm MGX also participating in the negotiations [3] - GIP is also considering other large acquisition projects, including a potential acquisition of AES Corp, with an enterprise value of about $38 billion, due to the expected surge in electricity demand from AI applications [3] Group 2 - If the acquisition of Aligned is completed at $40 billion, it would rank among the top five global deals of the year [3] - BlackRock acquired GIP for approximately $12.5 billion last year, and its stock has risen about 13% this year, with a market capitalization of around $189 billion [3]