Our Portfolio
OUR portfolio
Our conviction-led global portfolio builds scalable platforms that will unlock a new wave of technology breakthroughs
AIP
Established in September 2024 by BlackRock, Global Infrastructure Partners (GIP), MGX, Microsoft, and NVIDIA, AIP was created to accelerate investment in next-generation AI infrastructure and advance the infrastructure and innovation needed to power the future of AI. AIP aims to mobilize $30 billion of equity capital from investors, asset owners, and corporations, with the potential to reach $100 billion including debt financing. AIP has become one of the world’s leading AI infrastructure platforms with the addition of xAI, the Kuwait Investment Authority and Temasek, along with Cisco as a technology partner and agreements with GE Vernova and NextEra Energy to help accelerate the scaling of energy solutions for AI data centers.
Aligned
Aligned Data Centers is a provider of adaptive digital infrastructure solutions supporting cloud and AI workloads, with a focus on energy efficiency and scalability. In less than a decade it has evolved into one of the largest and fastest growing private data center companies in the world, supporting premier hyperscalers, neocloud and enterprise innovators. Aligned brings together industry-leading infrastructure, strong capital backing, operational reliability, and award-winning cooling to meet rising demand for scalable, sustainable digital infrastructure.
Altera
Altera provides leadership programmable solutions that are easy to use and deploy in applications from the cloud to the edge, offering limitless AI possibilities. The company’s end-to-end portfolio of products including field-programmable gate arrays (FPGAs), complex programmable logic devices (CPLDs), intellectual property (IP), development tools, system-on-modules, SmartNICs, and infrastructure processing units (IPUs) provides the flexibility to accelerate innovation. Altera’s innovation of programmable logic started in 1983 in Silicon Valley. In 1984, the company unveiled the world’s first programmable logic device capable of being programmed, erased, and reprogrammed altering the future of innovation.
Anthropic
Anthropic is an AI safety and research company based in San Francisco. The company’s interdisciplinary team has deep experience across machine learning, physics, policy, and product. Anthropic creates reliable, interpretable, and steerable AI systems. Anthropic’s flagship product is Claude, an AI assistant focused on being helpful, harmless, and honest.
Binance
Binance is a leading global blockchain ecosystem behind the world’s largest cryptocurrency exchange by trading volume and registered users. Binance is trusted by more than 244 million people in 100+ countries for its industry-leading security, transparency, trading engine speed, protections for investors, and unmatched portfolio of digital asset products and offerings from trading finance to education, research, social good, payments, institutional services, and Web3 features. Binance is devoted to building an inclusive crypto ecosystem to increase the freedom of money and financial access for people around the world with crypto as the fundamental means.
Campus AI
Campus AI is dedicated to the design, financing, and delivery of large-scale digital infrastructure to support the development of artificial intelligence in France and Europe. Its shareholder base brings together four major players in the technology and industrial ecosystem: MGX, a global AI and advanced technology investment company; Bpifrance, the French public investment bank; Mistral AI, a French pioneer in generative artificial intelligence; and NVIDIA, the global leader in accelerated computing. Announced at the Choose France Summit in May 2025, Campus AI will provide France and Europe with next-generation computing infrastructure that meets the most demanding standards for performance and energy efficiency. It will ensure digital sovereignty, industrial innovation, and provide economic opportunities for the region.
Databricks
Databricks is the data and AI company. The company democratizes insights to everyone in an organization. Built on an open lakehouse architecture, the Data Intelligence Platform provides a unified foundation for all data and governance, combined with AI models tuned to an organization’s unique characteristics. Today, anyone in an organization can benefit from automation and natural language to discover and use data like experts, and technical teams can easily build and deploy secure data and AI apps and products. With origins in academia and the open source community, Databricks was founded in 2013 by the original creators of the lakehouse architecture and open source projects Apache Spark™, Delta Lake, MLflow and Unity Catalog.
Khazna
With one of fastest-expanding platforms of hyperscale data centers globally, Khazna Data Centers enables the growth of artificial intelligence (AI) and digital economies by delivering advanced infrastructure with unparalleled energy efficiency. Khazna is at the forefront of data center technology, pioneering solutions that combine innovation, resiliency, and sustainability. Khazna empowers governments, businesses, and societies to thrive in the digital age with data centers that are designed to handle the high-density computing requirements essential for the next-generation, AI-powered applications powering the future economy.
OpenAI
OpenAI is an AI research and deployment company. The company’s mission is to ensure that artificial general intelligence benefits all of humanity. Open AI is building safe and beneficial Artificial General Intelligence (AGI), and will consider their mission fulfilled if company’s work aids others to achieve this outcome. OpenAI was founded in 2015 as a nonprofit. Its mission is to ensure that artificial general intelligence benefits all of humanity. That mission continues to guide everything the company does. In 2019, Open AI created a for-profit subsidiary to help us scale the company’s research and deployment efforts. This for-profit has always been governed and controlled by the nonprofit.
SpaceX
SpaceX is an AI company with the mission of advancing scientific discovery and gaining a deeper understanding of our universe.
TikTok USDS Joint Venture LLC
TikTok USDS Joint Venture LLC is dedicated to the safety and security of millions of Americans who create, discover, and connect with what they love on the apps we operate. The Joint Venture has been established in compliance with the Executive Order signed by President Trump on September 25, 2025. Our foundation is a comprehensive data privacy and cybersecurity program we operate under defined safeguards to protect national security and secure U.S. user data, apps and the algorithm. We safeguard the U.S. content ecosystem, holding decision-making authority for trust and safety policies and moderation. USDS Joint Venture helps ensure Americans can continue to express their creativity, discover new hobbies and interests, and build thriving communities and businesses on a global scale.
Vantage Data Centers
North America
Vantage Data Centers is a global digital infrastructure provider serving leading AI and cloud enterprises. With operations spanning North America, EMEA and Asia Pacific, Vantage delivers capacity at unrivaled speed and scale. As a result, Vantage is empowering transformative companies to shape the future.