Global Infrastructure Partners (GIP) is reportedly engaged in advanced discussions to acquire Aligned Data Centers, a company backed by Macquarie. This potential acquisition could value Aligned at approximately $40 billion, according to a report from Bloomberg.
Details of the Acquisition Talks
While the deal has not yet been finalized, sources suggest that an announcement could come within days. The negotiations involve significant players, including Mubadala, an investor in Aligned and an entity that supports MGX, an AI investment firm based in Abu Dhabi.
Key Players in the Deal
- Global Infrastructure Partners (GIP) – A leading investment firm focused on infrastructure.
- Aligned Data Centers – A technology infrastructure company specializing in AI-related solutions.
- Macquarie – An investment bank that has been backing Aligned.
- Mubadala – An investment firm from Abu Dhabi involved in the AI sector.
Both GIP and BlackRock have chosen not to comment on the rumors surrounding the acquisition. Aligned, Macquarie, and Mubadala also did not provide immediate feedback regarding the ongoing discussions.
Market Context and Industry Trends
The increasing demand for AI capabilities in both personal and business sectors has spurred a substantial surge in investment towards AI data centers. A report by McKinsey predicts that these investments could reach up to $6.7 trillion by the year 2030 to meet the anticipated growth in computing power needs.
The state of Texas is home to Aligned, which successfully raised over $12 billion in funding as recently as January to support its operations in this burgeoning field.
As the conversation around AI infrastructure evolves, the potential acquisition of Aligned Data Centers by GIP could significantly impact the landscape of technology investments and data center capabilities.
