October 16, 2025

finance  
microsoft, nvidia and openai Updates

The artificial intelligence sector continues to see massive investment, highlighted by a $40 billion deal where a consortium including BlackRock, Microsoft, and Nvidia is acquiring Aligned Data Centers. This transaction, expected to close in the first half of 2026, is the largest data center deal to date and aims to expand the infrastructure necessary for next-generation cloud and AI capabilities. The consortium, known as the Artificial Intelligence Infrastructure Partnership (AIP), plans to deploy $30 billion in equity capital. Aligned Data Centers operates 50 campuses with over 5 gigawatts of capacity across the U.S. and Latin America. This acquisition underscores the intense competition and significant financial interest in securing resources for AI development and deployment. In parallel, OpenAI is pursuing a five-year plan to boost revenue and fund its own substantial AI infrastructure investments, exploring new income streams from specialized AI solutions, its Sora video platform, and AI agents, while also considering becoming an AI compute supplier. Meanwhile, companies like Palantir and BigBear.ai are experiencing stock growth due to their focus on AI and national security applications, with BigBear.ai also integrating its products with Palantir's Foundry platform. Other AI-related developments include Credo joining the Arm Total Design ecosystem to develop custom silicon for AI data centers, and COPX AI launching new AI-assisted trading features for the Web3 market. In the crypto space, DeepSnitch AI is gaining traction with AI tools for traders, aiming to address information asymmetry. Walmart's shares have reached record highs following a partnership with OpenAI, allowing customers to shop directly through ChatGPT. Abu Dhabi's MGX is a notable investor in the AI boom, participating in the Aligned Data Centers deal and investing in companies like Databricks and Anthropic.

Key Takeaways

  • A consortium including BlackRock, Microsoft, and Nvidia is acquiring Aligned Data Centers for $40 billion, marking the largest data center deal to date and aiming to expand AI infrastructure.
  • The Artificial Intelligence Infrastructure Partnership (AIP) plans to deploy $30 billion in equity capital as part of the Aligned Data Centers acquisition, which is expected to close in the first half of 2026.
  • Aligned Data Centers operates 50 campuses with over 5 gigawatts of capacity across the U.S. and Latin America, crucial for AI development.
  • OpenAI is developing a five-year plan to increase revenue and fund its AI infrastructure, exploring new income sources like specialized AI solutions, Sora video platform sales, and AI agents.
  • Palantir and BigBear.ai are seeing stock growth driven by their AI and national security work, with BigBear.ai integrating its products into Palantir's Foundry platform.
  • Credo is collaborating with Arm to develop custom silicon for AI data centers, signaling advancements in AI hardware solutions.
  • COPX AI has launched new AI-assisted trading features, including an AI Dialogue Assistant and Market Analysis Reports, to support investors in the Web3 market.
  • Walmart's stock reached record highs following a partnership with OpenAI, enabling direct purchases through ChatGPT.
  • Abu Dhabi's MGX is a significant investor in the AI sector, participating in the Aligned Data Centers deal and investing in companies like Databricks and Anthropic.
  • Nvidia's stock saw a rebound partly due to its involvement in the $40 billion Aligned Data Centers acquisition and a deal for Nscale to supply Nvidia AI processors to Microsoft.

BlackRock leads $40B deal for Aligned Data Centers

BlackRock's Global Infrastructure Partners is leading a group to buy Aligned Data Centers for $40 billion. This deal, which includes investors like MGX and Nvidia, is the largest ever for data centers. Aligned, based in Texas, operates 78 data centers across the US and South America. The acquisition is expected to close in the first half of next year and highlights the massive investment flowing into AI infrastructure. This move is part of a broader trend of investors seeking opportunities in the rapidly growing AI sector.

BlackRock, Nvidia to buy Aligned Data Centers for $40 billion

An investor group, including BlackRock and Nvidia, will acquire Aligned Data Centers from Macquarie Asset Management for $40 billion. This deal underscores the intense competition to build the necessary infrastructure for artificial intelligence. The consortium, named the Artificial Intelligence Infrastructure Partnership (AIP), aims to deploy $30 billion in equity capital initially. Aligned Data Centers, which designs and operates facilities, has 50 campuses and over 5 gigawatts of capacity. The transaction is expected to be finalized in the first half of 2026.

Nvidia, BlackRock, Microsoft buy Aligned Data Centers for $40 billion

A group including BlackRock, Nvidia, and Microsoft has agreed to purchase Aligned Data Centers for approximately $40 billion. This acquisition aims to expand next-generation cloud and artificial intelligence infrastructure. The deal comes amid numerous recent agreements in the AI sector, addressing the need for resources like electricity and infrastructure. Aligned's portfolio includes 50 campuses with over 5 gigawatts of capacity across the U.S. and Latin America. The transaction is expected to close in the first half of 2026.

Nvidia, BlackRock, Microsoft buy Aligned Data Centers for $40 billion

A group including BlackRock, Nvidia, and Microsoft is acquiring Aligned Data Centers for about $40 billion to expand AI and cloud infrastructure. This deal is part of a wave of investments in the booming AI sector, addressing the need for essential resources. Aligned Data Centers has 50 campuses and over 5 gigawatts of operational and planned capacity across the U.S. and Latin America. The investment consortium, called the Artificial Intelligence Infrastructure Partnership, plans to deploy $30 billion in equity capital. The deal is anticipated to close in the first half of 2026.

Record Data Center Deal Shows AI Fever Continues

Macquarie Asset Management is selling its Aligned Data Centers business for $40 billion to a consortium led by BlackRock, which also includes Microsoft and Nvidia. This transaction marks the largest data center deal to date. The sale highlights the significant financial interest in AI infrastructure. Aligned Data Centers operates facilities that are crucial for the growing demands of artificial intelligence.

Nvidia, BlackRock, Microsoft buy Aligned Data Centers for $40 billion

A group of investors, including BlackRock, Nvidia, and Microsoft, has agreed to purchase Aligned Data Centers for approximately $40 billion. This acquisition aims to expand the infrastructure needed for next-generation cloud and artificial intelligence. The deal occurs amid a surge of investments in the AI sector, addressing the demand for resources like electricity and infrastructure. Aligned Data Centers manages 50 campuses with over 5 gigawatts of capacity across the U.S. and Latin America. The transaction is expected to conclude in the first half of 2026.

Nvidia, Microsoft, BlackRock Strike $40B AI Data Center Deal

A consortium including BlackRock, Nvidia, and Microsoft has agreed to buy Aligned Data Centers for $40 billion. This deal is intended to fuel the expansion of next-generation cloud and AI infrastructure. Aligned Data Centers is recognized as one of the world's largest and fastest-growing data center firms. BlackRock CEO Larry Fink stated the acquisition will deliver the infrastructure needed for the future of AI. The transaction signifies strong investor confidence in AI-driven growth.

Nvidia, BlackRock, Microsoft, xAI Acquire Aligned Data Centers for $40B

BlackRock, Microsoft, Nvidia, and xAI are joining forces through the Aligned Infrastructure Partners (AIP) consortium to acquire Aligned Data Centers for $40 billion. Aligned is a major data center company with 50 campuses and 5GW of planned and operational capacity globally. Other partners include MGX, Global Infrastructure Partners, Kuwait Investment Authority, and Temasek. This deal, one of the most expensive data center purchases ever, is expected to be completed by the first half of 2026. The partnership aims to accelerate AI innovation and economic growth.

Nvidia Stock Gains as Nscale Signs New Data Center Deal

Nvidia's stock saw a rebound following news of its participation in the $40 billion acquisition of Aligned Data Centers. Nscale also announced a deal to provide Nvidia AI processors to Microsoft in Europe and the U.S., with Dell Technologies collaborating on the project. Nscale will supply 104,000 Nvidia GB300 GPUs for a Texas data center starting in the third quarter of 2026. Nvidia is an investor in Nscale, highlighting its role in the AI infrastructure boom.

BlackRock's $40B Data Center Deal Fuels AI Gold Rush

BlackRock's $40 billion agreement to buy Aligned Data Centers highlights the massive investment in AI infrastructure. Led by BlackRock's Global Infrastructure Partners, the AI Infrastructure Partnership (AIP) includes Microsoft, Nvidia, and MGX. CEO Larry Fink defended the high spending on AI infrastructure as necessary for U.S. global leadership. Aligned Data Centers, based in Texas, operates facilities across the U.S. and Latin America. This deal underscores the race among major companies to secure resources for AI development.

Palantir and BigBear.ai Surge on AI and National Security Focus

Palantir Technologies (PLTR) and BigBear.ai Holdings (BBAI) are experiencing significant stock growth driven by their work in artificial intelligence, predictive analytics, and national security. Palantir offers data integration and analysis platforms for government and commercial use, while BigBear.ai provides decision-making solutions for defense, intelligence, and supply chain management. Both companies are benefiting from increased government spending and the growing demand for AI-driven solutions. Their parallel growth reflects a broader market trend towards AI adoption across industries.

BigBear.ai Powers National Security with AI Solutions

BigBear.ai is an AI-powered company providing decision intelligence solutions, primarily for government and national security applications. Its technology helps customers analyze complex data, predict trends, and make informed decisions using AI and machine learning. BigBear.ai has partnered with Palantir to integrate its products into Palantir's Foundry platform, expanding its reach. With a high short interest and recent stock breakout, BigBear.ai is positioned for growth in the AI sector.

DeepSnitch AI Leads Crypto Gains Amid Regulatory Shifts

DeepSnitch AI is showing strong performance, jumping 24%, while Bitcoin consolidates around $112,000. Japan is planning to ban insider trading in crypto by 2026, which could favor safer investments. DeepSnitch AI offers early-stage pricing at $0.01877 with dual audits for security and aims to solve information asymmetry for traders using AI agents. The crypto market shows resilience with positive ETF inflows, indicating continued institutional interest.

DeepSnitch AI Outshines Maxi Doge Amid Altcoin Liquidations

While Bitcoin ETFs see record inflows, altcoins experienced $674 million in liquidations, highlighting market volatility. DeepSnitch AI is gaining traction with its AI-powered tools for traders, offering real-time whale tracking and scam detection. Maxi Doge has also shown presale momentum, but DeepSnitch AI's utility is seen as a key differentiator for larger returns. The platform aims to solve information asymmetry in the crypto market and is currently in its early stages.

Credo Stock Rebounds on Custom Silicon Plans for AI Data Centers

Credo's stock price rebounded 6% in pre-market trading after a previous drop. The company announced it has joined the Arm Total Design ecosystem. This collaboration aims to speed up the development of custom silicon specifically designed for AI data centers. Credo's move signals its commitment to advancing hardware solutions for the growing AI infrastructure market.

COPX AI Launches AI Trading Features for Investors

COPX AI has launched three major AI-assisted trading features to help investors navigate the complex Web3 market. The platform aggregates data from numerous cryptocurrency exchanges and financial platforms to train its AI models. Users can interact with an 'AI Dialogue Assistant,' receive 'AI Market Analysis Reports,' and utilize 'AI Signals.' COPX AI aims to provide efficient, rational decision-making support by transforming trading costs into potential investment returns through its token model.

OpenAI Plans New AI Tools and Revenue Streams

OpenAI is developing an ambitious five-year plan to increase revenue and fund its $1 trillion investment in AI infrastructure. The company is exploring new income sources, including specialized AI solutions for governments and businesses, sales from its Sora video platform, and AI agents. OpenAI also plans to explore debt-raising strategies and become an AI compute supplier. Currently, OpenAI generates $13 billion annually, with most revenue from ChatGPT subscriptions.

Arrive AI to Discuss Growth at Maxim Growth Summit

Arrive AI CEO Dan O'Toole will participate in the Maxim Growth Summit on October 22-23 in New York. He will discuss how Arrive AI uses its patented AI-driven Arrive Points to power its autonomous delivery network. O'Toole will join a panel on 'AI and Software as a Service' to explore AI's impact on companies. Arrive AI's platform enables secure and efficient last-mile delivery using AI and autonomous technology.

Walmart Stock Soars on OpenAI ChatGPT Shopping Deal

Walmart shares have reached record highs following a partnership with OpenAI. Customers can now buy items directly through ChatGPT and interact with the chatbot on Walmart and Sam's Club websites. This collaboration signifies a shift from traditional search bar shopping experiences. It is another example of OpenAI expanding its reach across various industries, integrating AI into everyday commerce.

Abu Dhabi's MGX Funds AI and Invests in TikTok Deal

Abu Dhabi's MGX is a significant funder of the AI boom, investing in major deals like the $40 billion acquisition of Aligned Data Centers alongside Nvidia and Microsoft. MGX, a joint venture between Group 42 and Mubadala Investment Company, also joined a U.S. investor group to help TikTok's U.S. business avoid a ban. The firm has invested in companies like Databricks and Anthropic, and its chairman is UAE National Security Advisor Tahnoon bin Zayed Al Nahyan.

Sources

AI Infrastructure Data Centers BlackRock Nvidia Microsoft Aligned Data Centers Acquisition Investment Artificial Intelligence Cloud Computing AI Sector AI Hardware AI Solutions AI Trading OpenAI Walmart MGX National Security BigBear.ai Palantir Credo COPX AI DeepSnitch AI Arrive AI