Bloomberg Intelligence BlackRock’s GIP Buys Aligned Data Centers in $40 Billion Bet
21 snips
Oct 15, 2025 BlackRock is making headlines with a massive $40 billion acquisition of Aligned Data Centers, signalling soaring demand for data infrastructure. LVMH surprises the market with a return to sales growth, hinting at a potential luxury sector recovery. Meanwhile, Grindr's shareholders are exploring a move to take the company private, while Apple is gearing up to expand its manufacturing in Vietnam, seeking to diversify away from China. The discussions also touch on the evolving landscape of AI investments and digital advertising opportunities, especially for niche apps.
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AI Data-Center Frenzy
- Massive pooled capital is flowing into AI data-center infrastructure led by BlackRock GIP and big tech partners.
- Demand for compute is driving valuations and large campus acquisitions like Aligned Data Centers in Texas.
Circular Funding Raises Bubble Fears
- Market observers warn of froth and circular funding where firms invest in each other to secure GPUs and capacity.
- That circularity raises bubble concerns even as builders adopt a 'build it and they will come' mentality.
ASML's Monopoly Cushion
- ASML remains a monopoly provider of EUV tools, tempering some concerns about demand shifts from China.
- Geopolitics will reduce Chinese demand but other regions may step in to sustain growth.