The Artificial Intelligence Infrastructure Partnership (AIP), a consortium led by BlackRock’s GIP with members like Nvidia, Microsoft, and xAI, is purchasing Aligned Data Centers from Macquarie for a record-high $40 billion to expand vital AI capacity. VanEck’s Matthew Sigel argues this deal creates a significant arbitrage opportunity for undervalued Bitcoin miners to significantly re-rate their stock by hosting high-demand AI computing. Massive Data Center Acquisition Fuels AI Capacity A powerful investment consortium is acquiring Aligned Data Centers from Macquarie Asset Management in a record-breaking deal that values the company at approximately $40 billion. The consortium, known as the Artificial Intelligence Infrastructure Partnership (AIP), is led by BlackRock’s Global Infrastructure Partners (GIP)
source: https://beincrypto.com/blackrock-ai-deal-bitcoin-miners-arbitrage-opportunity/