At YourDailyAnalysis, we note that Global Infrastructure Partners (GIP), owned by BlackRock, is nearing the final stage of acquiring Aligned Data Centers in what could become one of the largest deals in the global tech market. According to Bloomberg, the agreement values the AI-focused infrastructure company at around $40 billion. Against the backdrop of explosive demand for computing power, such transactions are not only strategic but also an inevitable step for the world’s largest investors.
Aligned Data Centers, backed by Macquarie and UAE investors (including Mubadala), has long established itself in the next-generation data center segment. In January, the company raised more than $12 billion, one of the largest funding rounds in the industry. At YourDailyAnalysis, we see the upcoming acquisition as more than just buying an infrastructure player – it is a bet on the future. The AI market demands massive investments in data centers, energy efficiency, and network capabilities.
McKinsey estimates that by 2030, total investments in AI-related infrastructure will reach $6.7 trillion, underscoring the scale of this capital reallocation. In our view, GIP’s acquisition of Aligned could become a catalyst for a new wave of consolidation in the sector, as major players race to secure strategic positions before the market fully matures.
It is also important to highlight Mubadala’s role, as the sovereign fund is involved in the talks and plans to invest independently of the main package. At Your Daily Analysis, we view this as a strategic move by the UAE, which is actively building an ecosystem around artificial intelligence, including investments in MGX and related initiatives. This approach allows the country not only to diversify its economy but also to secure a stronghold in the technological future.
For BlackRock, operating through GIP, this acquisition represents a logical continuation of its global strategy. We note that the world’s largest asset manager is strengthening its position in infrastructure and technology segments, where long-term trends ensure strong returns on investment. The scale of this deal and its broader market implications make it a landmark not only for the United States but also for the entire industry.
Our forecast: if the deal goes through, it will mark a turning point that accelerates global competition for data center assets. In the coming years, we can expect a series of new multibillion-dollar deals across the U.S., Europe, and Asia as companies seek to secure control over the backbone of AI infrastructure. At YourDailyAnalysis, we recommend that investors closely monitor companies operating at the intersection of AI and infrastructure, as this segment is set to become the core of the future technology market.
