Enter the Artificial Intelligence Infrastructure Partnership (AIP), a consortium so fancy it makes the Avengers look like a book club. Led by BlackRock’s GIP and flanked by tech titans like Nvidia, Microsoft, and Elon Musk’s xAI, they’ve just shelled out $40 billion to buy Aligned Data Centers from Macquarie. Because nothing says “we’re serious about AI” like purchasing a building with enough electricity to power a small country 🚀
VanEck’s Matthew Sigel, a man who clearly enjoys confusing stock markets for sport, claims this deal is a golden goose for Bitcoin miners. Why? Because apparently, hosting AI computers pays better than mining digital gold. Who knew?
When Data Centers Attack: A $40 Billion Love Story
In a move that’s equal parts genius and “wait, who’s paying for this?”, the AIP consortium has acquired Aligned Data Centers. This isn’t just any purchase-it’s the sort of deal that makes one’s stockbroker weep with joy. The portfolio includes enough high-density data centers to make even a robot blush, with 5 gigawatts of capacity spread across the Americas. That’s enough power to host AI workloads or, you know, finally finish rendering that 8K cat video you’ve been working on since 2019.
But wait-there’s more! The deal also includes Aligned’s proprietary cooling tech, which is apparently essential for keeping AI hardware from melting like a butter sculpture at a sauna party. The acquisition closes by mid-2026, and rumors suggest the consortium is already drafting a Yelp review titled “10/10 Would Buy Again.”
Bitcoin Miners: The Unlikely Heroes of This Tale
Enter Matthew Sigel, who’s currently on a social media spree that would make a millennial influencer blush. In a post that’s part motivational speech, part financial alchemy, he reveals the consortium paid $8 million per megawatt for Aligned’s capacity. Meanwhile, Bitcoin miners like Riot Platforms and Hut 8 are valued at a measly $3 million per megawatt. Talk about a bargain basement sale! 🧨
BLACKROCK & NVIDIA IN $40 B DATA CENTER TAKEOVER:
Macquarie is selling Aligned Data Centers for $40B, with press reports noting the platform is “poised to expand its capacity to over 5GW.”
>Implies a valuation of roughly $8M per MW of total data-center capacity (operating +…
– matthew sigel, recovering CFA (@matthew_sigel) October 15, 2025
Sigel’s grand theory? Bitcoin miners are sitting on a goldmine (or should we say, an “electricity mine”?) that could double-or quintuple-their stock value if they pivot to hosting AI workloads. Imagine turning your Bitcoin farm into an AI resort. The market would “re-rate” them, shareholders would throw confetti, and everyone wins! Except maybe the poor souls trying to mine crypto on a toaster. 💻
“Bitcoin miners already control some of the largest privately held power and land footprints in North America,” Sigel told BeInCrypto, as if revealing the secret to immortality.
Of course, the stock market currently treats miners like unstable firework vendors. But sign a few AI contracts, and suddenly they’re “power hubs”! It’s like getting a participation trophy that pays dividends. And with stable income from AI deals, miners can upgrade their rigs without begging shareholders for cash. The future’s so bright, they’ll need sunglasses. 😎
“Recent deals like this one confirm that electrical capacity, not just compute, is the scarcest resource in the AI economy. The market is starting to realize that miners own the energy and grid interconnects [what] everyone else now needs,” Sigel added, as if the universe had a sense of humor.
In conclusion: Buy land, mine crypto, host AI, and retire early. The only question is whether Elon’s xAI will start selling merch. 🤷♂️
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2025-10-15 23:47