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Microsoft and BlackRock launched a $30 billion fund to invest in A.I. infrastructure last year. Silver Lake , the private equity firm, is spending big on data centers. One name to watch this year: SoftBank. The Japanese tech investor has reportedly talked to Apollo, the private equity firm, about creating a $20 billion A.I. investment fund , and Masa Son, SoftBank’s mercurial C.E.O., is hunting for deals.