The $40 Billion Data Center Deal With BlackRock, Nvidia, Microsoft, and OpenAI

Douglas and Lee discussed how a $40 billion multi-company alliance could reshape the global data center landscape, amplifying both growth opportunities and risks of overcapacity in the AI-driven infrastructure race.

Published November 10, 2025, 10:52am ET · 1 min read

A graphic with large white text, 'The $40 Billion Data Center Deal', over a red banner stating 'BLACKROCK, NVIDIA, MICROSOFT, AND OPENAI TEAM UP'. The background is a dark grid with green and red digital stock market numbers. A man in a red t-shirt with a surprised expression is looking over his black glasses, and the '24/7 WALL ST' logo is visible in the top right corner.
A graphic announcing the major $40 billion data center deal, highlighting the collaboration between BlackRock, Nvidia, Microsoft, and OpenAI, a central theme in current financial discussions. © 24/7 Wall St
Kelly Araja
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