North America Eyes AI Infrastructure Investment and Resource Impacts

BlackRock and Microsoft are aligning on a bold move to finance AI-ready infrastructure. The Global Artificial Intelligence Investment Partnership is being formed with a target above 30 billion dollars in equity, plus roughly 70 billion in debt financing. The Financial Times reported the plan, highlighting how banks, pension funds and other institutions may join forces to back the physical backbone of AI, including data centers and the energy facilities that power them. The collaboration aims to connect technology providers, energy producers and financial backers to create a scalable funding stream that can support large-scale deployments across North America and beyond. This move signals a wide industry effort to prepare the hardware and power networks needed for AI at scale, with a focus on stability, reliability and long-term value for investors in Canada, the United States and neighboring markets.