Di Yi Cai Jing·2025-10-15 23:52Core Insights - An investment group including BlackRock and NVIDIA announced the acquisition of Aligned Data Centers from Macquarie for $40 billion [1] - The investment alliance, named the Artificial Intelligence Infrastructure Partnership (AIP), aims to raise $30 billion in equity capital, potentially reaching a total scale of $100 billion with debt financing to expand AI-supporting data centers and energy infrastructure [1] - This marks AIP's first investment since its formation, with the transaction expected to complete in the first half of 2026, pending regulatory approval [1] Company Overview - Aligned Data Centers designs, builds, and operates data centers primarily for large-scale tech companies and emerging cloud service providers, with a portfolio of 50 data center campuses and over 5 gigawatts of computing capacity [2] - Earlier this year, Aligned Data Centers secured $12 billion in financing, marking one of the largest private capital transactions in the data center industry [2] - Post-transaction, Aligned Data Centers will maintain its headquarters in Dallas, Texas, and continue to be led by CEO Andrew Schaap [2] Industry Context - Morgan Stanley estimates that major cloud service companies, including Alphabet, Amazon, Meta, Microsoft, and Coreweave, are expected to spend $400 billion on AI infrastructure this year [2] - The demand for financing in the data center sector is continuously increasing to keep pace with market growth [2] - The expansion of AI infrastructure is capital-intensive, attracting investments from tech giants, startups, private equity funds, and infrastructure funds, with significant funding already committed [1]