BlackRock’s $40 Billion AI Deal Exposes Massive Arbitrage Opportunity for Bitcoin Miners
The Artificial Intelligence Infrastructure Partnership (AIP), a consortium led by BlackRock’s GIP with members like Nvidia, Microsoft, and xAI, is buying Aligned Data Centers from Macquarie for a record-high $40 billion to develop very important AI capability. VanEck’s Matthew Sigel argues this deal creates a major arbitrage alternative for undervalued Bitcoin miners to considerably re-rate…
