Competitive race

BlackRock and Microsoft launch $100 billion AI infrastructure drive

BlackRock, Global Infrastructure Partners, Microsoft, and MGX formed an investment partnership targeting $30 billion in equity and up to $100 billion including debt for AI data centers and supporting energy infrastructure.

CURRENT ASSESSMENT · REVISION 1
TOWARD DOOM66confidence 99/100

Why it moved the index

The partnership created a very large dedicated capital vehicle for expanding compute and power capacity, directly accelerating the physical infrastructure available for frontier AI competition.

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Assessment history

  1. R1
    Toward 66 · confidence 99

    New September 2024 AI infrastructure financing event with no durable collision.

    12 Aug 2026