BlackRock: 268: AI’s latest frontiers: An Investor’s Perspective on AI, Space and Equity opportunities | 31 Jul 2026 | The Bid
1. Executive Briefing (TL;DR)
- Structural Expansion of the AI Wave: The AI transition is expanding beyond core LLMs into world models, co-designed compute-model integration, and physical AI systems [00:02:08].
- CapEx Projections & Infrastructure Scarcity: Forecasted data center capital expenditure over the next 5 years is projected to exceed $10 Trillion (~250 GW of power/compute capacity) [00:12:00].
References
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