Инвесторы во главе с BlackRock и Nvidia приобретают Aligned за рекордные $40 млрд Translation: Investors led by BlackRock and Nvidia acquire Aligned for a record $40 billion

A consortium of investors, including BlackRock, Nvidia, Microsoft, and Elon Musk’s xAI, has reached an agreement to acquire Aligned from Macquarie Asset Management for $40 billion. Bloomberg reports this news.

The deal is expected to close in the first half of 2026, pending regulatory approval. The company will maintain its headquarters in Dallas, Texas, along with its current CEO, Andrew Schaap.

Aligned designs and operates large campuses for cloud and corporate clients, with a total capacity exceeding 5 GW.

The purchasers are part of the Artificial Intelligence Infrastructure Partnership, which was established last year by BlackRock and MGX to invest in developments related to AI infrastructure.

Matthew Siegel, the head of digital asset research at VanEck, highlighted that the $40 billion deal implies a price of about $8 million per megawatt of capacity, significantly higher than the metrics of publicly traded mining companies like Iris Energy (IREN), Riot Platforms (RIOT), Cipher Mining (CIFR), and Hut 8 (HUT), where this figure typically hovers around $3 million.

«If miners can secure project financing, it could result in a capital gain ranging from 150% to 500%,» Siegel stated.

In October 2024, JPMorgan analysts noted that cryptocurrency miners have approximately nine months to secure deals on favorable terms with major cloud providers and AI firms for data center services and high-performance computing.

In August 2025, TeraWulf signed a 10-year contract with the AI cloud platform Fluidstack. With support from Google, the miner is set to provide around 250 MW, totaling $3.7 billion.