AlphAIAlphAI — Financial news for AI agents
finance.biggo.comSEP 242 min read$BLK

BlackRock Teams Up with IFM in Pursuit of Stack's Asia-Pacific Data Centers, Valued at Up to $25 Billion

A consortium backed by BlackRock (BLK.US) and IFM Investors is in exclusive talks to acquire Stack Infrastructure Inc.'s Asia-Pacific data centers, valued at $20B-$25B. Stack is owned by Blue Owl Capital (OWL.US). The deal, if finalized, would be among the largest data center transactions in the region, reflecting strong AI growth trends.

Original reporting
finance.biggo.com
Published Sep 24, 2026, 8:35 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Sep 24, 2026, 8:54 AM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
About AlphAI AI DeskScoring methodologyReport an issue
AlphAI market briefMergers & acquisitions
Primary signal
$BLK
Bullish
high confidence
Mentioned
$BLK · $OWL
Relevance
9/10
AlphAI data visualization · based on finance.biggo.com
Decision brief

The 30-second read

$BLKBullishHigh
01

Why it matters

The transaction would be one of the largest data‑center deals in the region, expanding BlackRock's AI infrastructure platform.

02

Market read

First disclosure of a multi‑billion AI infrastructure acquisition, relevant for investors in BlackRock, Blue Owl, and the broader data‑center sector.

03

What to watch

Potential competition from other sovereign wealth funds and local operators.

Relevance 9/10Novelty 9/10Timing: exclusive negotiations underway now

Background

BlackRock and IFM Investors are forming a consortium to acquire Stack's data center assets across Japan, Australia and Malaysia.

Company-level read

Ticker impact

$BLKBullishHigh confidence
Context

BlackRock is part of a consortium negotiating to acquire Stack's Asia‑Pacific data center assets valued up to $25 bn.

Expected impact

Bullish pressure on BLK as investors price in deal upside.

Evidence & confidence

Deal size and strategic fit are material; first public disclosure.

$OWLBullishHigh confidence
Context

Blue Owl Capital owns Stack Infrastructure and is negotiating a sale of its Asia‑Pacific data center portfolio.

Expected impact

Potential upside for OWL if transaction closes at high valuation.

Evidence & confidence

First report of a $20‑25 bn sale; material for shareholder value.

Market effects

Sector

Accelerates AI‑related infrastructure M&A activity in Asia‑Pacific.

Regional

May lift sentiment for Asian data‑center REITs and infrastructure funds.

Global

Highlights growing demand for AI compute capacity worldwide.

Counterpoint

What could challenge this read

Deal could face regulatory or valuation hurdles, limiting upside.

Key entities

  • Asset Manager
    BlackRock

    US‑listed investment firm leading the acquisition consortium.

  • Asset Manager
    Blue Owl Capital

    Current owner of Stack Infrastructure, seeking to sell the Asia‑Pacific portfolio.

Read at source← All news

Also covered by

2 outlets

Related articles

SEP 24
$BLKHighAI 9/10

BlackRock, IFM close in on $25 billion Stack data center deal, Bloomberg News reports

BlackRock and IFM Investors are in exclusive talks to acquire Stack Infrastructure's Asia Pacific data center portfolio for up to $25 billion, according to Bloomberg News. The deal is driven by rising demand for cloud computing and AI services. Stack's owner, Blue Owl Capital, is in discussions with the investor group, which includes the BlackRock-backed AI Infrastructure Partnership (AIP).

ksl.com2 min
SEP 23
$BLKMedAI 8/10

BlackRock to divert up to $100bln toward GCC’s infrastructure, wealth fund opportunities

BlackRock plans to allocate up to $100 billion toward infrastructure and wealth fund opportunities in the GCC, according to Ben Powell, Chief Investment Strategist. The shift is driven by evolving sovereign roles and diversified investor bases. BlackRock's Global Infrastructure Partners signed a $1 billion deal with Qatar's Lesha Bank. GCC states are expected to invest $2.1 trillion by 2030, focusing on resilience in trade, shipping, and energy markets.

tradingview.com2 min
SEP 23
$BLKMed

BlackRock stays overweight U.S. stocks as AI lifts earnings

BlackRock maintains an overweight position on U.S. equities in its Q4 2026 outlook, citing strong AI-linked earnings and economic activity. The firm highlights AI's role in increasing capital demand, with U.S. financing needs potentially exceeding $7.5 trillion by 2030. BlackRock also upgraded emerging-market equities to overweight, while preferring shorter-duration bonds due to higher yields and financing pressures.

crypto.news3 min
SEP 22
$BLKMedAI 8/10

Richard Born Part of Investor Group in BlackRock’s $245M Sale of 600 Third Avenue – Commercial Observer

Richard Born, along with L&L Infinite and other investors, acquired 600 Third Avenue from BlackRock for $245M. Born owns 25% of the property, secured with a $185M loan from Bain Capital. The 42-story office building was 93% leased at the time of the deal, with anchor tenants including L-3 Communications and law firms Polsinelli PC and Aaronson Rappaport.

commercialobserver.com2 min
SEP 22
$BLKMed

BlackRock scooped up over $500 million of these cryptocurrencies on Monday

BlackRock's crypto ETFs saw $504.3M in inflows on Sept. 21, with IBIT (Bitcoin) attracting $381.4M and ETHA/ETHB (Ethereum) bringing in $110.1M and $12.8M. Total U.S. spot Bitcoin and Ethereum ETF inflows reached $1.27B. Bitcoin and Ethereum prices rallied, with Bitcoin surpassing $86,000. Institutional demand remains strong despite recent macroeconomic challenges.

finbold.com2 min