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BlackRock says cheaper AI models could accelerate adoption while commoditizing the model market. The firm argues value is shifting toward computing power, data centers and electricity, calling the trend “physical AI,” and focuses on AI bottlenecks across power, chips and data centers; it also sees demand broadening to
BlackRock is advising investors to target physical infrastructure rather than software as the artificial intelligence buildout speeds up. The firm notes that value is shifting toward computing power, data centers, and electricity. The thesis puts a spotlight on bottleneck equities in the semiconductor, data center infr
BlackRock Investment Institute is urging investors to focus on AI bottlenecks such as chips, power and data-center infrastructure, warning that hyperscalers are increasingly turning to debt as buildout costs rise.