Jensen Huang recently said that AI was more of an infrastructure than a group of chips. Now, Microsoft (MSFT) and BlackRock are partnering to fund AI infrastructure in the U.S. On Sept. 17 the software stalwart and the asset-management titan said they'd join the Global Artificial Intelligence Infrastructure Investment Partnership,

The Global AI Infrastructure Investment Partnership will seek to raise $30 billion to invest in data centers and infrastructure.

Investors hoping artificial intelligence will be a big driver of returns this decade may not yet have picked up that AI isn’t really about machines becoming smarter than humans, or robots stealing jobs.