Core Insights - BluSky AI Inc. is positioning itself as a leader in AI infrastructure with its SkyMod data centers designed for rapid deployment and scalability [2][6] - The company will present at the Emerging Growth Conference on October 22, 2025, allowing real-time interaction with investors [3][4] - The conference aims to connect public companies with a wide audience of investors and analysts, focusing on growth sectors and innovative strategies [7][8] Company Overview - BluSky AI Inc. is headquartered in Salt Lake City, Utah, and aims to create a "Neocloud" for artificial intelligence through its SkyMod data centers [2][6] - SkyMods are described as next-generation AI factories that provide GPU-as-a-Service, optimizing energy use and speed-to-market for high-performance infrastructure [2][6] Conference Details - The Emerging Growth Conference will feature BluSky AI's CEO, Trent D'Ambrosio, and COO, Dan Gay, who will provide updates and answer questions from attendees [3][4] - The presentation is scheduled for 12 minutes from 3:55 to 4:05 Eastern Time [4] - Attendees can register for the conference and access archived webcasts if they cannot attend live [5]

A newly formed investment group made up of BlackRock, Nvidia, xAI, Microsoft and others will acquire Aligned Data Centers in a $40 billion deal, the companies said Wednesday. The move adds fuel to a growing land grab for infrastructure to support artificial intelligence development. The consortium, called the Artificial Intelligence Infrastructure Partnership (AIP), plans to deploy $30 billion in equity capital to begin with, and could invest as much as $100 billion when debt is included. This is the grou ...

Group 1 - An investor group including BlackRock, Nvidia, XAI, and Microsoft has agreed to buy Align data centers for approximately $40 billion, marking the largest data center transaction on record [1] - Aligned operates and has planned capacity of over 5 gigawatts across 50 data centers, with the transaction expected to close in the first half of 2026 [1] - The current compute buildout is described as being ten times larger than the Manhattan Project, which was a $4 billion government-funded initiative, indicating significant private investment in the sector [1] Group 2 - The ongoing AI super cycle is expected to create substantial investment opportunities, with the NASDAQ up 35% since May 2nd, suggesting a need to adjust investment strategies accordingly [2] - Companies like Nvidia are anticipated to continue compounding growth due to the increasing demand for compute resources, which is seen as critical for economic and national security [2][3] - Microsoft and SoftBank are identified as key players benefiting from the AI race, with potential for significant returns as the compute infrastructure expands [4][5]

Core Insights - BlackRock's new artificial-intelligence infrastructure consortium has reached an agreement to acquire Aligned Data Centers from Macquarie Asset Management, with the deal valuing the company at approximately $40 billion [1] Company Summary - The acquisition involves Aligned Data Centers, which is being purchased by BlackRock's consortium [1] - The deal signifies a significant investment in the artificial intelligence infrastructure sector, highlighting the growing importance of data centers in supporting AI technologies [1] Industry Summary - The transaction reflects the increasing trend of investment in AI-related infrastructure, as companies seek to enhance their capabilities in data processing and storage [1] - The valuation of $40 billion indicates a robust market for data centers, driven by the demand for AI and cloud computing services [1]

🔥 JUST IN: Nvidia and BlackRock are teaming up on a $40B acquisition of a major global data center firm. https://t.co/CkKILPSPAL ...

Core Insights - An investor group led by BlackRock and Nvidia is acquiring Aligned Data Centers from Macquarie Asset Management for $40 billion, highlighting the growing demand for AI infrastructure [1][2] - The acquisition is part of a broader trend of mega-deals aimed at securing computing capacity, with OpenAI recently announcing agreements for approximately 26 gigawatts of computing capacity [2][6] - The investment consortium, known as the Artificial Intelligence Infrastructure Partnership (AIP), aims to deploy an initial $30 billion in equity capital, potentially reaching $100 billion including debt [2][3] Group 1: Acquisition Details - This marks AIP's first investment, with the transaction expected to close in the first half of 2026 [3] - Aligned Data Centers specializes in designing, building, and operating data centers for hyperscalers and enterprises, with a portfolio of 50 campuses and over 5 gigawatts of operational and planned capacity [4][5] - The company will continue to be headquartered in Dallas, Texas, under the leadership of CEO Andrew Schaap [4] Group 2: Market Context - Aligned Data Centers raised $12 billion earlier this year, one of the largest private capital injections into a data center company, indicating the increasing scale of financing needed to meet demand [5] - The capital-intensive nature of expanding AI infrastructure has attracted significant investments from major tech companies, startups, private equity, and infrastructure funds [5] - Morgan Stanley estimates that major cloud companies are projected to spend $400 billion on AI infrastructure in 2023 [6]

An investment consortium that includes BlackRock , Nvidia , xAI and Microsoft will acquire Aligned Data Centers in a deal worth $40 billion, the companies said on Wednesday. ...

(Reuters) -An investment consortium that includes BlackRock, Nvidia, xAI and Microsoft will acquire Aligned Data Centers in a deal worth $40 billion, the companies said on Wednesday. The deal underscores an intensifying race to expand the costly, supply-constrained infrastructure required to power artificial intelligence technology, as companies rush to build the most sophisticated AI models. The acquisition follows a slew of mega-deals focused on securing coveted compute capacity. ChatGPT creator OpenAI ...

Nscale表示将部署约10.4万个英伟达最新款的GB300芯片。该设施将于2026年第三季度投运。 据10月15日声明，专注于人工智能的数据中心开发商Nscale已同意为微软在美国得州建造一座电力容量 至多达240MW的数据中心。 ...

Core Insights - The Federal Energy Regulatory Commission (FERC) is reviewing a transmission service agreement between PECO Energy and Amazon Data Services, amid concerns about the impact of data centers on electricity costs for consumers [3][6] - The agreement includes provisions to protect utility customers from potential costs associated with the construction of a new data center in Falls Township, Pennsylvania [4][5] - The outcome of FERC's review could have significant regulatory implications for large load customers across the U.S. and may influence the Trump administration's objectives in the AI sector [5] Company and Industry Summary - PECO Energy has requested FERC's approval for a transmission service agreement that details how Amazon will cover costs for necessary grid upgrades to support the new data center [3] - The agreement includes various protections, such as obligations for customer facility readiness and shortfall payments if the data center's usage does not meet revenue commitments [5] - Monitoring Analytics, PJM's market monitor, has raised concerns that the agreement does not adequately address how the new data center could affect energy and capacity costs for retail customers, estimating that existing and planned data centers contributed $16.6 billion of the $30.8 billion in revenue from PJM's last two capacity auctions [6]