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BlackRock$BLK · filed: grew revenue 18.7% in FY2025 to $24.2BNew shipNext year $24.2B–$29.8B sealedCheck ▾Close ▴
What BlackRock filed
Grew revenue 18.7% in FY2025 to $24.2 billion, operating margin 29.1% against a 24.4% median for security brokers, dealers & flotation companies, equity 32.9% of assets, and dividend per share up 3 years running. Every figure links to the filing it came from on BlackRock’s card. New ship: no warning signs.
What the house said in advance
Revenue for the fiscal year after 2025-12-31 between $24.2B and $29.8B, an 80% range sealed on 26 Sept 2026 · receipt #592edd · graded in public by the revenue in BlackRock’s next annual report.
Figures as filed with the SEC. Ranges, scores and boats are statistical descriptions of past filings, not ratings or recommendations. Reporting, not advice.
In plain words
**$5B** growth capital committed same-day as acquisition close—sovereign and institutional allocators pre-funding multi-year hyperscale build without pause.
$5 billion
in growth capital to Aligned Data Centers on Tuesday
18
datacenter campuses across
10
North American markets
$10 billion
when assumed leverage is included
A consortium anchored by BlackRock and Abu Dhabi sovereign fund MGX committed $5 billion in growth capital to Aligned Data Centers on Tuesday, the same day it closed acquisition of the hyperscale datacenter operator. The commitment arrived without warning and without a disclosed enterprise value for the underlying transaction.
Aligned operates 18 datacenter campuses across 10 North American markets, serving hyperscale cloud tenants and AI compute customers. The additional $5 billion sits atop whatever equity the consortium deployed to acquire the business—creating a total capitalization package that exceeds $10 billion when assumed leverage is included. BlackRock Infrastructure Partners and MGX co-led the buyer group. Neither party disclosed ownership splits, debt structure, or anticipated build schedules for the capital deployment.
The commitment signals three converging realities. First, sovereign capital from the Gulf is no longer passive. MGX—Abu Dhabi's $100 billion technology investment vehicle launched in 2023—is writing checks at American infrastructure scale and accepting construction risk alongside Western fund managers. Second, datacenter capacity remains the highest-conviction infrastructure bet among institutional allocators. Power-constrained markets and multi-year AI training demand create a replacement-cost moat that debt underwriters understand. Third, acquisition-plus-commitment structures are replacing traditional buyouts in hard infrastructure. The consortium is buying both the operating business and the forward development pipeline, locking in site control and utility agreements before competitors can bid.
BlackRock has deployed over $50 billion into global datacenter assets since 2020 through direct stakes, co-investments, and fund vehicles. The firm's infrastructure funds target 12-15% net returns with contracted revenue and inflation-linked escalators. Aligned's customer roster includes Amazon Web Services, Microsoft Azure, and Google Cloud—tenants with investment-grade credit and lease terms extending 10-15 years. MGX's participation reflects Abu Dhabi's pivot from hydrocarbon revenue reinvestment into compute infrastructure that underpins both Western AI development and sovereign technology ambitions. The emirate has committed over $30 billion to semiconductor, datacenter, and AI ventures since early 2023.
Operators should monitor Aligned's site selections over the next 18 months. The $5 billion capital commitment funds new campus construction, and Aligned historically selects Tier 2 metros with competitive power pricing and available transmission capacity—Phoenix, Salt Lake City, Dallas. If the consortium prioritizes speed over cost, expect accelerated timelines on entitled land parcels and pre-leased capacity announcements with anchor tenants. Watch for debt syndication in Q4 2025, likely a $3-4 billion construction facility with terms that reveal how lenders are pricing five-year AI demand visibility.
The consortium closed the acquisition and announced the growth commitment on the same day. No transition period, no integration phase—capital ready to deploy the week the deal signed. That tempo is the tell.
Branded by POPS4 · proof in 60 seconds
For the principal
Track MGX co-investment vehicles; Abu Dhabi capital now writes American infrastructure checks at BlackRock scale without Western fund intermediation.
For the operator
Aligned site selections over next eighteen months reveal where power and transmission capacity still exist at investment-grade tenant economics.
For the house
Monitor debt syndication Q4 2025; construction facility terms price how lenders value five-year AI infrastructure demand versus historical datacenter cycles.
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