Oct. 15 at 4:58 PM
$SMCI,
$BLK,
$NVDA,
$NTNX,
$LAMBDA, :
https://www.bloomberg.com/news/articles/2025-10-15/blackrock-s-gip-buys-aligned-data-centers-in-40-billion-ai-bet
https://www.investing.com/news/stock-market-news/factboxaligned-data-centers-in-spotlight-after-40-billion-sale-to-blackrock-nvidiabacked-group-4290312
For those asking about a connection to
$SMCI,
$NTNX is also a
$SMCI OEM customer and has a partnership with Aligned:
https://www.youtube.com/watch?v=ALr883Q5h2I&t=4s
SuperMicro invested in Lambda's latest round with
$NVDA and others listed below.
$SMCI also has a
$600M contract and several other projects with Lambda, working with them closely for years now: https://www.supermicro.com/en/success-story/lambda
Lambda is working with Aligned: https://aligneddc.com/blog/aligned-and-lambda-partner-to-power-next-generation-ai-infrastructure-6/
Hope that helps someone's confluence a bit. Congrats to Aligned,
$NVDA,
$LAMBDA,
$BLK, etc. Rising tides lift all ships.
