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Meta and BlackRock Form 80/20 Venture to Build 1GW El Paso AI Data Center

The deal channels outside capital into Meta's AI buildout through large debt financings plus residual value guarantees that move development risk to investors.

Overview

  • Meta and BlackRock announced the venture on Tuesday, July 28, 2026, to develop and own a 1 gigawatt data center campus in El Paso with financial close expected in the coming days.
  • Funds managed by BlackRock will hold an 80% stake while Meta keeps 20%, and both parties committed to roughly $14 billion in total development costs for buildings, power, cooling and connectivity.
  • At close Meta will contribute about $2.3 billion of land and construction-in-progress, BlackRock will provide about $4.9 billion cash and use roughly $12.5 billion in debt financing, and Meta will receive a one-time distribution near $1 billion to align ownership.
  • Meta will be the initial sole occupant and will lease the entire campus under a four-year initial term with four extension options up to 20 years, and will provide residual value guarantees with an aggregate threshold of about $13 billion that declines over time.
  • The transaction mirrors a wider trend of hyperscalers tapping external capital and structured leases to speed AI capacity while shifting risk to investors, a move that brings short-term construction jobs and local investments but could strain water, power, housing and municipal finances over the long term.