BlackRock, Global Infrastructure Partners, Microsoft, and MGX Welcome NVIDIA and xAI to the AI Infrastructure Partnership to Drive Investment in Data Centers and Enabling Infrastructure
BlackRock (BLK) announced the expansion of its AI Infrastructure Partnership (AIP) with the addition of NVIDIA and xAI as new partners. The partnership, which includes Global Infrastructure Partners, Microsoft, and MGX, aims to unlock $30 billion in capital from investors, potentially mobilizing up to $100 billion in total investment when including debt financing.
The initiative will focus on investing in next-generation AI data centers and energy infrastructure primarily in the U.S., OECD, and U.S. partner countries. Additionally, GE Vernova and NextEra Energy have agreed to collaborate with AIP to accelerate the scaling of critical energy solutions for AI data centers, with GE Vernova specifically working on supply chain planning and innovative energy solutions.
NVIDIA will continue its role as a technical advisor to AIP, leveraging its expertise in accelerated computing and AI factories to guide the deployment of next-generation AI data center infrastructure.
BlackRock (BLK) ha annunciato l'espansione della sua Partnership per l'Infrastruttura AI (AIP) con l'aggiunta di NVIDIA e xAI come nuovi partner. La partnership, che include Global Infrastructure Partners, Microsoft e MGX, mira a sbloccare 30 miliardi di dollari di capitale da investitori, mobilitando potenzialmente fino a 100 miliardi di dollari in investimenti totali, compreso il finanziamento del debito.
L'iniziativa si concentrerà sugli investimenti in data center AI di nuova generazione e infrastrutture energetiche principalmente negli Stati Uniti, nei paesi dell'OCSE e nei paesi partner degli Stati Uniti. Inoltre, GE Vernova e NextEra Energy hanno concordato di collaborare con AIP per accelerare l'implementazione di soluzioni energetiche critiche per i data center AI, con GE Vernova che si occupa in particolare della pianificazione della catena di approvvigionamento e di soluzioni energetiche innovative.
NVIDIA continuerà a svolgere il ruolo di consulente tecnico per AIP, sfruttando la sua esperienza nel calcolo accelerato e nelle fabbriche AI per guidare il dispiegamento dell'infrastruttura dei data center AI di nuova generazione.
BlackRock (BLK) anunció la expansión de su Asociación de Infraestructura de IA (AIP) con la incorporación de NVIDIA y xAI como nuevos socios. La asociación, que incluye a Global Infrastructure Partners, Microsoft y MGX, tiene como objetivo desbloquear 30 mil millones de dólares en capital de inversores, movilizando potencialmente hasta 100 mil millones de dólares en inversión total, incluyendo financiamiento de deuda.
La iniciativa se centrará en invertir en centros de datos de IA de próxima generación e infraestructura energética principalmente en EE. UU., países de la OCDE y países socios de EE. UU. Además, GE Vernova y NextEra Energy han acordado colaborar con AIP para acelerar la implementación de soluciones energéticas críticas para los centros de datos de IA, con GE Vernova trabajando específicamente en la planificación de la cadena de suministro y soluciones energéticas innovadoras.
NVIDIA continuará su papel como asesor técnico de AIP, aprovechando su experiencia en computación acelerada y fábricas de IA para guiar el despliegue de la infraestructura de los centros de datos de IA de próxima generación.
블랙록 (BLK)이 NVIDIA와 xAI를 새로운 파트너로 추가하여 인공지능 인프라 파트너십(AIP)의 확장을 발표했습니다. 글로벌 인프라 파트너스, 마이크로소프트 및 MGX를 포함한 이 파트너십은 투자자로부터 300억 달러의 자본을 확보하고, 부채 금융을 포함할 경우 총 1000억 달러의 투자를 유치하는 것을 목표로 하고 있습니다.
이 이니셔티브는 주로 미국, OECD 및 미국 파트너 국가에서 차세대 AI 데이터 센터와 에너지 인프라에 투자하는 데 중점을 둘 것입니다. 또한, GE Vernova와 NextEra Energy는 AI 데이터 센터를 위한 중요한 에너지 솔루션의 확장을 가속화하기 위해 AIP와 협력하기로 합의했으며, GE Vernova는 특히 공급망 계획 및 혁신적인 에너지 솔루션에 집중할 것입니다.
NVIDIA는 AIP의 기술 자문 역할을 계속하며, 차세대 AI 데이터 센터 인프라의 배치를 안내하기 위해 가속 컴퓨팅 및 AI 공장에서의 전문성을 활용할 것입니다.
BlackRock (BLK) a annoncé l'expansion de son Partenariat pour l'Infrastructure IA (AIP) avec l'ajout de NVIDIA et xAI en tant que nouveaux partenaires. Ce partenariat, qui inclut Global Infrastructure Partners, Microsoft et MGX, vise à débloquer 30 milliards de dollars de capital de la part des investisseurs, mobilisant potentiellement jusqu'à 100 milliards de dollars d'investissement total, y compris le financement par emprunt.
L'initiative se concentrera sur les investissements dans des centres de données IA de nouvelle génération et des infrastructures énergétiques principalement aux États-Unis, dans les pays de l'OCDE et dans les pays partenaires des États-Unis. De plus, GE Vernova et NextEra Energy ont accepté de collaborer avec AIP pour accélérer la mise en œuvre de solutions énergétiques critiques pour les centres de données IA, GE Vernova travaillant spécifiquement sur la planification de la chaîne d'approvisionnement et des solutions énergétiques innovantes.
NVIDIA continuera à jouer le rôle de conseiller technique pour AIP, tirant parti de son expertise en calcul accéléré et en usines IA pour guider le déploiement de l'infrastructure des centres de données IA de nouvelle génération.
BlackRock (BLK) hat die Erweiterung seiner Partnerschaft für KI-Infrastruktur (AIP) mit der Hinzufügung von NVIDIA und xAI als neuen Partnern angekündigt. Die Partnerschaft, die Global Infrastructure Partners, Microsoft und MGX umfasst, zielt darauf ab, 30 Milliarden Dollar an Kapital von Investoren zu mobilisieren und potenziell bis zu 100 Milliarden Dollar an Gesamtinvestitionen zu mobilisieren, einschließlich der Fremdfinanzierung.
Die Initiative wird sich auf Investitionen in KI-Datenzentren der nächsten Generation und Energieinfrastruktur konzentrieren, hauptsächlich in den USA, OECD-Ländern und Partnerländern der USA. Darüber hinaus haben GE Vernova und NextEra Energy zugestimmt, mit AIP zusammenzuarbeiten, um die Skalierung kritischer Energielösungen für KI-Datenzentren zu beschleunigen, wobei GE Vernova speziell an der Planung der Lieferkette und innovativen Energielösungen arbeitet.
NVIDIA wird weiterhin als technischer Berater für AIP fungieren und sein Fachwissen in beschleunigtem Computing und KI-Fabriken nutzen, um den Einsatz der Infrastruktur für KI-Datenzentren der nächsten Generation zu leiten.
- Potential to mobilize up to $100 billion in total investment capital
- Strategic partnerships with major tech companies (NVIDIA, Microsoft) strengthen technological capabilities
- Expansion into energy infrastructure through GE Vernova and NextEra Energy partnerships
- Focus on high-growth AI infrastructure market with significant investor interest
- Large capital requirements and debt financing needs
- Complex multi-partner structure could lead to operational challenges
- Significant execution risk in scaling AI infrastructure
Insights
BlackRock's expanded AI Infrastructure Partnership (AIP) represents a significant strategic positioning in the high-growth AI infrastructure sector. The addition of NVIDIA and xAI as partners, alongside collaborations with GE Vernova and NextEra Energy, creates a formidable ecosystem spanning technology, finance, and energy sectors. This positions BlackRock to capture substantial value in the AI infrastructure investment landscape.
The partnership's ambitious capital mobilization target of $100 billion (including debt financing) creates a substantial new investment vehicle for BlackRock's clients seeking exposure to AI infrastructure growth. For context, this represents approximately two-thirds of BlackRock's current market capitalization, demonstrating the scale of this initiative.
Strategically, this partnership leverages BlackRock's recent acquisition of Global Infrastructure Partners (GIP), demonstrating immediate synergy between BlackRock's investment prowess and GIP's infrastructure capabilities. By focusing investments primarily in the U.S. and allied countries, BlackRock is aligning with geopolitical trends toward domestic technology infrastructure development.
The partnership structure allows BlackRock to participate in AI's growth trajectory without direct technology risk exposure. Instead, BlackRock positions itself as the financial conduit connecting institutional capital with AI infrastructure developers, potentially generating significant fee income while maintaining its core identity as an asset manager rather than a technology company.
GE Vernova and NextEra Energy to collaborate with AI Infrastructure Partnership
Expanded partnership strengthens technology leadership and energy expertise to power AI infrastructure growth
Additionally, GE Vernova and NextEra Energy have agreed to collaborate with AIP to accelerate the scaling of critical and diverse energy solutions for AI data centers. GE Vernova will also work with AIP and its partners on supply chain planning and in delivering innovative and high efficiency energy solutions.
AIP has attracted significant capital and partner interest since its inception in September 2024, highlighting the growing demand for AI-ready data centers and power solutions. The partnership will initially seek to unlock
By investing in next-generation AI data centers and energy infrastructure, AIP is not just expanding capacity—it is shaping the future of AI-driven economic growth. The addition of both NVIDIA and xAI, each a global AI technology leader, reinforces AIP’s commitment to scaling an open-architecture platform and fostering a broad ecosystem that supports a diverse range of partners on a non-exclusive basis. AIP’s investments will primarily focus on the
His Highness Sheikh Tahnoon bin Zayed Al Nahyan, Chairman of MGX, said, “Artificial Intelligence is not just an industry of the future, it underpins the future. As we welcome new partners to the AI Infrastructure Partnership, we will accelerate innovation and technological breakthroughs to achieve transformational productivity gains across the global economy. Our singular focus is accelerating AI’s responsible and inclusive development for the benefit of humanity.”
Jensen Huang, founder and CEO of NVIDIA, said, “The global buildout of AI infrastructure will benefit every company and country that wants to achieve economic growth and unlock solutions to the world’s greatest challenges. AI factories built on NVIDIA’s full-stack AI infrastructure will convert data into intelligence that will accelerate every industry and help society achieve unimaginable breakthroughs.”
"AI infrastructure will play an increasingly critical role in driving economic growth across every industry and every region of the world,” said Satya Nadella, Chairman and CEO, Microsoft. “We’re thrilled to welcome these new companies to the AI Infrastructure Partnership as we invest together to build the infrastructure of the future.”
Larry Fink, Chairman and CEO of BlackRock, said, “AI has the potential to transform the global economy if we can build the necessary infrastructure to support it. We believe this unparalleled partnership of leading global companies across the AI ecosystem brings technology expertise together with private capital to meet this demand and creates unique investment opportunities for our clients. This partnership also demonstrates the powerful combination of BlackRock’s global relationships with GIP’s infrastructure capabilities.”
“Since we launched this partnership in September, the momentum we have achieved reinforces the need for significant private capital to fund investments in essential infrastructure, particularly to support the continued development of AI,” said Bayo Ogunlesi, Chairman and CEO of Global Infrastructure Partners. “With today’s announcement, we are proud to welcome our new partners to AIP. Together, we look forward to focusing on our joint ambition to enhance AI innovation and economic growth.”
John Ketchum, Chairman and CEO of NextEra Energy, said, “In order to realize the full potential of Artificial Intelligence we must develop and support the energy infrastructure and data centers that will fuel this technology. Doing this will require an all forms of energy solution that leverages ready-now renewables and battery storage coupled with gas-fired and nuclear generation in the future. Our collaboration with GE Vernova and AIP is intended to get as many electrons onto the grid as quickly and most cost effectively as possible.”
“The jobs and economies of tomorrow will be built on the infrastructure we develop today to support the rapid growth of AI,” said GE Vernova CEO Scott Strazik. “Our company is focused on an all-of-the-above approach with our customers to meet this unprecedented demand, utilizing gas, nuclear, wind and more, while continuing to drive innovation to reduce emissions. We look forward to working with AIP and its partners, a group that brings substantial capability and efficiency to this critical work.”
About MGX
MGX is a technology investment company focused on accelerating the development and adoption of AI and advanced technologies through world-leading partnerships in the
About BlackRock
BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable. For additional information on BlackRock, please visit www.blackrock.com/corporate.
About Global Infrastructure Partners (GIP), a Part of BlackRock
Global Infrastructure Partners (GIP) is a leading infrastructure investor that specializes in investing in, owning and operating some of the largest and most complex assets across the energy, transport, digital infrastructure and water and waste management sectors. On October 1, 2024, BlackRock closed its acquisition of GIP. For more information, visit www.global-infra.com.
About Microsoft
Microsoft (Nasdaq “MSFT” @microsoft) creates platforms and tools powered by AI to deliver innovative solutions that meet the evolving needs of our customers. The technology company is committed to making AI available broadly and doing so responsibly, with a mission to empower every person and every organization on the planet to achieve more.
Forward-Looking Statements
This press release, and other statements that the parties may make, may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act, with respect to the parties’ or AIP’s future financial or business performance, strategies or expectations, including the anticipated timing, consummation and expected benefits of AIP. Forward-looking statements are typically identified by words or phrases such as “trend,” “potential,” “opportunity,” “pipeline,” “believe,” “comfortable,” “expect,” “anticipate,” “current,” “intention,” “estimate,” “position,” “assume,” “outlook,” “continue,” “remain,” “maintain,” “sustain,” “seek,” “achieve,” and similar expressions, or future or conditional verbs such as “will,” “would,” “should,” “could,” “may” and similar expressions.
The parties caution that forward-looking statements are subject to numerous assumptions, risks and uncertainties, which change over time and may contain information that is not purely historical in nature. Such information may include, among other things, projections and forecasts. There is no guarantee that any projections or forecasts made will come to pass. Forward-looking statements speak only as of the date they are made, and the parties assume no duty to and do not undertake to update forward-looking statements. Actual results could differ materially from those anticipated in forward-looking statements and future results could differ materially from historical performance.
Certain of the parties have previously disclosed risk factors in their respective United States Securities and Exchange Commission (“SEC”) reports. These risk factors and those identified elsewhere in this release, among others, could cause actual results to differ materially from forward-looking statements or historical performance. Such parties’ Annual Reports on Form 10–K, Quarterly Reports on Form 10-Q and subsequent filings with the SEC, accessible on the SEC’s website at www.sec.gov and on the applicable party’s website, discuss certain of these factors in more detail and identify additional factors that can affect forward–looking statements. The information contained on each party’s website is not a part of this press release, and therefore, is not incorporated herein by reference.
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Media Contacts
BlackRock
Patrick Scanlan
212-810-3622
patrick.scanlan@blackrock.com
Global Infrastructure Partners (GIP)
Mustafa Riffat
646-216-7788
mustafa.riffat@blackrock.com
Microsoft
WE Communications for Microsoft
425-638-7777
rapidresponse@we-worldwide.com
Source: BlackRock
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