BlackRock (NYSE: BLK), GIP and HPS Deploy $40B Into Aligned AI Data Centers Across the U.S. and LatAm
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BlackRock (NYSE: BLK), integrating Global Infrastructure Partners (GIP) and HPS Investment Partners alongside Microsoft, Nvidia, and MGX, is executing a $40 billion acquisition of Aligned Data Centers to scale liquid-cooled AI compute across the United States and ODATA's Latin American hubs.
Structured through the AI Infrastructure Partnership (AIP) with Microsoft (NASDAQ: MSFT) and Nvidia (NASDAQ: NVDA) and disclosed under U.S. Securities and Exchange Commission (SEC) private fund frameworks, the transaction combines GIP's infrastructure equity with HPS Investment Partners' private credit desk. This full-capital-stack model also originates $12 billion+ off-balance-sheet debt packages for hyperscalers like Meta Platforms (NASDAQ: META) without straining corporate credit ratings.
Crucially, the $40 billion buyout encompasses Aligned's regional subsidiary ODATA, which operates high-density hyperscale campuses in Bogotá, São Paulo, Rio de Janeiro, Querétaro, and Santiago subject to grid interconnect approvals from FERC in the U.S., UPME and CREG in Colombia, and ANEEL in Brazil. Will BlackRock's GIP and HPS platform dominate global AI infrastructure financing, or will power grid bottlenecks cap returns?
What is the biggest bottleneck for the $40B Aligned-ODATA AI data center roll-out?
- BlackRock GIP and HPS will dominate global AI infra financing0 %
- Grid bottlenecks in the U.S. and LatAm will delay 10%+ yields0 %
- Depends on hyperscaler PPA power locks and interest rates0 %
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