While everyone seems to be talking about artificial intelligence these days, BlackRock is taking a more measured approach to the AI craze. The investment giant isn’t dismissing AI’s potential, but they’re not getting swept up in the hype either. Instead, they’re making smart, strategic bets on what really matters.
Think of it like this: while others are buying lottery tickets hoping AI will make them rich overnight, BlackRock is purchasing the lottery machine itself. They’re investing in the actual infrastructure that makes AI possible—the data centers, computer chips, and energy systems that power these smart technologies.
BlackRock isn’t chasing AI hype—they’re buying the infrastructure that makes artificial intelligence possible.
The numbers tell an impressive story. AI-related spending already accounts for more than 1% of America’s economic output. BlackRock launched their AI Infrastructure Partnership in September 2024, aiming to raise $30 billion initially and potentially $100 billion with additional financing. Major tech players like Microsoft, NVIDIA, and xAI joined this partnership, showing serious industry commitment.
BlackRock’s biggest move came with their $40 billion purchase of Aligned Data Centers, working alongside partners MGX and Global Infrastructure Partners. This massive deal represents one of the largest digital infrastructure acquisitions ever. Data centers are like the warehouses where AI does its thinking—without them, even the smartest artificial intelligence would be homeless.
The investment firm has been quietly using AI and machine learning for nearly twenty years, long before it became trendy. They spend millions annually on data and technology systems, giving them advantages over smaller competitors. Their approach combines human wisdom with AI tools, creating investment strategies that work better than either humans or machines alone. These sophisticated large language models are trained on massive text datasets to analyze earnings transcripts, analyst reports, and market news for deeper investment insights. The growing demand for AI infrastructure is expected to consume up to 6% of U.S. electricity by the end of this decade.
Looking ahead, over $70 billion in AI and data infrastructure deals happened in 2025, with expectations that this number will double next year. BlackRock sees this as the beginning of a multi-trillion-dollar economic transformation, not just a temporary trend. For investors seeking steady income, infrastructure investments can provide dividend payments that offer more predictable returns compared to volatile tech stocks.
While others chase AI stocks hoping for quick profits, BlackRock is building the foundation for tomorrow’s digital economy. They understand that real wealth comes from owning the essential infrastructure that powers innovation, not just riding the wave of excitement.
