AI Daily: Consortium to acquire Aligned Data Centers at EV of $40B

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly:

ALIGNED DATA CENTERS DEAL: The Artificial Intelligence Infrastructure Partnership, or “AIP,” MGX, and BlackRock’s (BLK) Global Infrastructure Partners announced they will acquire 100% of the equity in Aligned Data Centers from private infrastructure funds managed by Macquarie Asset Management and its co-invest partners. “The transaction will fuel the expansion of next-generation cloud and AI infrastructure and implies an Aligned enterprise value of approximately $40B,” the consortium stated. AIP was founded by BlackRock, Global Infrastructure Partners, a part of BlackRock, MGX, Microsoft (MSFT), and Nvidia (NVDA) to expand capacity of AI infrastructure and “help shape the future of AI-driven economic growth,” the group noted. “The transaction is AIP’s first investment and an important step towards its initial target of mobilizing and deploying $30B of equity capital, with the potential of reaching $100B including debt. With Aligned’s strong customer relationships, presence in key strategic digital hubs, and proven management team, Aligned is well positioned to anchor AIP’s vision for the future of AI infrastructure. The transaction is expected to close in the first half of 2026, subject to regulatory approvals and customary closing conditions,” the group added.

ANNUAL REVENUE RUN RATE GOAL: Artificial intelligence startup Anthropic is on track to meet an internal goal of $9B in annual revenue run rate by the end of 2025 and has set even more aggressive targets for 2026, two people familiar with the matter told Reuters‘ Krystal Hu and Deepa Seetharaman. For next year, Anthropic has a base case of more than doubling to $20B in annualized revenue and a best case of as much as $26B, the sources reportedly said.

HPC/AI STRATEGY: Bitdeer (BTDR) announced that, “As of September, Bitdeer allowed its Letter of Intent with its development partner to expire in order to significantly expand its direct role in the HPC/AI data center market. In conjunction, Bitdeer has initiated design and layout planning for the Clarington, Ohio site. The new data center will be suitable for Bitcoin mining, with core infrastructure designed from the start to enable easy conversion into an AI data center with redundancy and other critical design elements to ensure flexibility and scalability… HPC/AI priority remains Clarington, Ohio, where the local utility has confirmed that the full 570 MW will be available by the end of Q3 2026-nearly a year earlier than prior expectations. Teams are targeting substation energization in the first half of 2027. Bitdeer also plans to convert its 175 MW Tydal Phase 2 site into an AI data center with expected completion date of Q4 2026…Bitdeer is also working on converting its Wenatchee 13 MW site into an AI data center with modular data center technology.” The bitcoin miner added that, “Bitdeer sees sustained imbalance between the growing demand and limited supply of AI computing power, and expects it to extend through 2027. In the most optimistic scenario, Bitdeer plans to acquire GPUs for cloud deployment and convert the entire 200 MW of IT load into an AI factory, potentially generating an annualized revenue run-rate (ARR) exceeding US$2 billion at the end of 2026. Bitdeer.AI, Bitdeer’s neo cloud business, reached US$8 million AI cloud ARR in September from providing GPU cloud services, with significant growth expected in the remaining three months of 2025. Cloud services has 584 GPUs as of September 2025, of which 501 GPUs are under subscribed, with a utilization rate of approximately 86%. The un-utilized GPUs are B200 GPUs, which were newly installed at the end of September, and are being tested by customers. Bitdeer anticipates full deployment of 1,160 GPUs by year-end. Bitdeer is concurrently securing procurement agreements for NVIDIA’s next-generation GB300 and B300 systems.”

NEXT-GEN AI DATA CENTERS: VoltaGrid, which describes itself as “a U.S.-based clean energy innovator,” reports it will deploy 2,300 megawatts of “cutting-edge, ultra-low-emissions infrastructure,” supplied by Energy Transfer’s (ET) pipeline network, to support the energy demands of Oracle Cloud Infrastructure’s (ORCL) next-generation artificial intelligence data centers. “This is more than a power deal, it’s a collaboration with Oracle to engineer scalable solutions that dampen swings in AI power demand. Together, we’re delivering grid-grade performance with ultra-fast response, zero reliance on battery storage, and near-zero criteria air emissions,” said Nathan Ough, CEO of VoltaGrid.

ORACLE AI WORLD: Mizuho says Oracle (ORCL) unveiled “one of its most comprehensive rounds of AI-driven updates” during AI World in Las Vegas, arguing that the event and product innovations support the firm’s thesis that Oracle’s full-stack is “uniquely positioned to benefit as enterprises adopt AI.” Mizuho, which adds that partners “appear bullish on the opportunity ahead for enterprise AI adoption,” maintains an Outperform rating and $350 price target on Oracle shares.