An investor group including BlackRock, Microsoft and Nvidia is buying one of the world's biggest data center operators with nearly 80 sites in a deal worth $40 billion to secure coveted computing capacity for artificial intelligence.

Nvidia will start selling its DGX Spark “personal AI supercomputer” this week. The machine is powerful enough to let users work on sophisticated AI models but small enough to fit on a desktop.

Oracle will deploy 50,000 AMD AI chips and launch a new open lakehouse platform, signaling a major push to rival NVIDIA in the enterprise AI cloud race.