BlackRock's Global Infrastructure Partners (GIP) is in advanced discussions to acquire Aligned Data Centres from Macquarie for approximately $40 billion. The deal could be finalised soon, pending provisional details. Mubadala's AI investment arm, MGX, may also invest independently.
Aligned Data Centres operates 78 facilities across the U.S. and South America. This acquisition highlights the increasing demand for data centres driven by the expansion of artificial intelligence. GIP is also considering acquiring power company AES Corp to capitalise on the rising energy needs of AI-driven data centres.
The potential acquisition signifies strong investor confidence in data centres supporting AI advancement. GIP's move reflects the broader trend of companies investing heavily in AI infrastructure.