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 surprised man in a red t-shirt and black-rimmed glasses, looking directly forward with his mouth slightly open, is positioned on the right. His right hand holds his glasses slightly off his face. The background is a dark, digital stock market ticker board displaying green and red numbers. Prominent white text overlays the left side of the image, stating 'The $40 Billion Data Center Deal'. Below this, a red torn-paper graphic has white text that reads 'BLACKROCK, NVIDIA, MICROSOFT, AND OPENAI TEAM UP'. The '24/7 WALL ST' logo is in the top right corner.
A significant $40 billion data center deal involving BlackRock, NVIDIA, Microsoft, and OpenAI highlights the massive investment in AI infrastructure. This high-profile collaboration underscores the dynamic yet volatile landscape of the data center sector. © 24/7 Wall St
Kelly Araja
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