Yahoo Finance·2025-10-15 16:54Group 1 - The announcement of a $40 billion deal led by BlackRock to acquire Aligned Data Centers highlights the significant investment flow into AI data centers, amid CEO Larry Fink's reassurances against AI bubble concerns [1][4] - The acquisition is part of the AI Infrastructure Partnership (AIP), which includes major players like Microsoft, Nvidia, and Abu Dhabi's Mubadala, aiming to invest up to $30 billion in AI and data center infrastructure [2][3] - This deal marks one of BlackRock's largest infrastructure investments and is expected to be among the largest data center transactions on record, reflecting Wall Street's eagerness to capitalize on the AI boom [3] Group 2 - Fink argues that the current spending on AI infrastructure is crucial for maintaining the U.S.'s global leadership in technology, emphasizing the need for substantial investments in data centers [4] - The urgency of securing essential resources like land, power, and computing capacity is underscored by recent multibillion-dollar agreements made by OpenAI with companies such as Broadcom and Nvidia [5] - OpenAI's CEO, Sam Altman, stresses the importance of building infrastructure to support the AI revolution, announcing plans for five new data center complexes across the U.S. [6]