A consortium led by BlackRock’s GIP, including Nvidia and Microsoft, is buying Aligned Data Centers for $40 billion to expand AI capacity. This creates an arbitrage opportunity for Bitcoin miners to re-rate their stock by hosting AI computing. The deal finalizes in 2026, benefiting both AI and mining sectors.

By acquiring Aligned Data Centers for $40 billion, the Artificial Intelligence Infrastructure Partnership gains 5 gigawatts of capacity across the Americas. Ownership of cooling technology is also secured for managing the extreme heat generated by AI hardware. This move marks AIP’s first investment, with positive effects expected for Bitcoin miners.

VanEck’s Matthew Sigel notes a significant undervaluation of Bitcoin miners compared to the $8 million per megawatt paid for Aligned Data Centers. This $5 million difference presents an arbitrage opportunity for miners to unlock value by hosting AI computing. Long-term AI contracts can increase stock value by 150% to 500%.

Sigel emphasizes that electrical capacity, not just compute, is crucial in the AI economy. Miners owning energy and grid interconnects can re-rate company valuation closer to data center businesses. Stable AI contracts provide guaranteed income for upgrades and prevent stock dilution, benefiting current shareholders.

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The media company BeInCrypto reported on the growing trend of bitcoin mining in Pakistan. The article discusses the increasing interest in crypto mining in the country, specifically focusing on the impact of quantum computing on bitcoin mining. The photo accompanying the article shows a bitcoin mining operation in action.: BlackRock’s $40 Billion AI Deal Exposes Massive Arbitrage Opportunity for Bitcoin Miners