BlackRock, Global Infrastructure Partners (a subsidiary of BlackRock), Microsoft, and MGX have announced the inclusion of NVIDIA and xAI in the AI Infrastructure Partnership, which was previously known as the Global AI Infrastructure Investment Partnership. This strategic move further solidifies the partnership’s leadership in AI-driven technology and its commitment to expanding investments in next-generation AI infrastructure. NVIDIA will also continue serving as a technical advisor, leveraging its expertise in accelerated computing to support the deployment of cutting-edge AI infrastructure.
Energy Collaboration for AI Growth
In addition to this expansion, GE Vernova and NextEra Energy have entered into an agreement with the AI Infrastructure Partnership to accelerate the development of advanced energy solutions for AI data centers. GE Vernova will work alongside the partnership to design supply chain strategies and deliver innovative, high-efficiency power solutions.
Since its launch in September 2024, the AI Infrastructure Partnership has gained significant interest from global investors and industry leaders. This strong demand reflects the increasing need for AI-ready data centers and sustainable power solutions. The partnership initially aims to secure $30 billion in capital from investors, asset owners, and corporations, with the potential to mobilize up to $100 billion in total investments, including debt financing.
Driving AI-Enabled Economic Growth
By investing in next-generation AI data centers and energy infrastructure, the AI Infrastructure Partnership is not only expanding capacity but also reshaping the future of AI-driven economic growth. The inclusion of NVIDIA and xAI—two global pioneers in AI technology—reinforces the partnership’s commitment to creating an open-architecture platform, fostering an inclusive ecosystem of AI partners. The partnership’s investments will primarily focus on the United States and allied OECD countries, driving innovation in AI, economic expansion, and the development of critical digital and energy infrastructure.
Leadership Perspectives on AI Infrastructure Investments
H.H. Sheikh Tahnoon bin Zayed Al Nahyan, Chairman of MGX, stated:
“AI is not just a sector of the future; it is the foundation upon which the future is being built. With new partners joining the AI Infrastructure Partnership, we continue to drive innovation and accelerate technological advancements that will lead to transformative productivity gains in the global economy. Our commitment remains firm in developing AI responsibly and sustainably to serve humanity and drive global progress.”
Jensen Huang, Founder and CEO of NVIDIA, said:
“Every company and country will have its own AI factory, or it will rent one to harness AI capabilities. Through our collaboration with the AI Infrastructure Partnership, we are providing our full-stack AI computing platform to power these AI factories—accelerating global innovation and driving large-scale economic growth.”
Satya Nadella, Chairman and CEO of Microsoft, added:
“AI infrastructure will be a cornerstone of economic growth across industries and geographies worldwide. We are pleased to welcome new partners into the AI Infrastructure Partnership and look forward to building the technological foundation that will shape the future of innovation.”
Larry Fink, Chairman and CEO of BlackRock, stated:
“AI has the potential to redefine the global economy—but only if we build the infrastructure to support it. We believe that this extraordinary partnership, bringing together the world’s leading AI companies, combines deep technical expertise with private capital to meet this growing demand. This presents a unique investment opportunity for our clients, demonstrating the power of BlackRock’s global network and Global Infrastructure Partners’ experience in developing essential infrastructure projects.”
Bayo Ogunlesi, Chairman and CEO of Global Infrastructure Partners, commented:
“Since launching this partnership in September, we have seen extraordinary momentum, confirming the urgent need for large-scale private capital investment to support core AI infrastructure. With this announcement, we welcome our new partners and look forward to working together to accelerate AI innovation and drive broad economic growth.”
Energy Infrastructure for AI Expansion
John Ketchum, Chairman and CEO of NextEra Energy, emphasized:
“To unlock AI’s full potential, we must develop and support the power infrastructure and data centers that underpin this technology. This requires an integrated energy approach, spanning renewables, battery storage, gas generation, and nuclear power. Through our collaboration with GE Vernova and the AI Infrastructure Partnership, we are working to deliver as much electricity into the grid as quickly and economically as possible.”
Scott Strazik, CEO of GE Vernova, added:
“The future of jobs and economies depends on the infrastructure we establish today to support AI’s exponential growth. We are committed to meeting our customers’ increasing needs by leveraging gas, nuclear, wind, and other power sources while driving innovation to reduce emissions. We look forward to collaborating with the AI Infrastructure Partnership and its world-class partners to drive this essential transformation.”
The global creator economy is valued at approximately $250 billion and is expected to reach $440 billion in the coming years. The AI Infrastructure Partnership strengthens Abu Dhabi’s commitment to developing the digital media and technology sector, expanding opportunities for AI-driven content creators, and positioning the region as a global leader in AI infrastructure and innovation.
