Marina Lyubimova
BlackRock and Nvidia are making headlines with a $40 billion move to acquire Aligned Data Centers, marking one of the most significant investments in AI infrastructure to date. This isn't just about buying real estate—it's about controlling the physical infrastructure that will power the next generation of artificial intelligence.
The Deal
As Paul Barron Network recently highlighted on Twitter, this acquisition represents the first major step in a broader $100 billion AI infrastructure partnership that could reshape how we think about data and computing power.
The consortium behind this acquisition includes not just BlackRock and Nvidia, but also Microsoft and Global Infrastructure Partners (GIP). Together, they're betting that data centers will become as valuable as oil fields once were.
The group plans to build out a global network of high-capacity facilities, adding up to 20 gigawatts of capacity each year. That's enough power to run millions of AI models simultaneously and represents a fundamental shift in how tech giants approach infrastructure—they're not just renting space anymore, they're owning it outright.
Market Response
Looking at the chart accompanying the announcement, the market clearly likes what it sees. The stock showed a strong breakout right after the deal was announced, with trading volume confirming that both institutional players and retail investors are paying attention.
What was previously resistance has now become support, suggesting the market views this as a sustainable move rather than a short-term spike. The technical picture points to further upside, backed by the very real growth trajectory of AI infrastructure demand.
Why It Matters
Running today's large AI models takes an enormous amount of computing power, far beyond what most people realize. Data centers have essentially become the new strategic resource of the digital age. For Nvidia, this deal ensures there will be demand for its GPUs for years to come. For BlackRock, it's a pivot from traditional asset management into owning the physical assets that underpin the AI economy.
The sheer scale of capacity they're planning to add—20 gigawatts annually—shows just how confident they are that AI workloads will keep growing. By owning the infrastructure instead of relying on third parties, these companies gain both cost advantages and strategic control.
Investment Angle
For investors watching this space, two companies stand out. Nvidia is expanding well beyond just selling chips—it's now anchoring itself in the entire AI supply chain, from silicon to the buildings that house it. BlackRock, traditionally known for managing portfolios, is making a bold transformation into hard infrastructure ownership. Both moves suggest that the companies see AI infrastructure as one of the most reliable long-term bets in tech.
Marina Lyubimova
