๐ BlackRock points to the shortage of resources for AI: Who will benefit from the power race?
The head of BlackRock ($BLK) Larry Fink highlighted the key problem of the AI industry: the demand for computing power is growing faster than supply. The main barriers are not only chips, but also a severe shortage of electricity and qualified personnel.
๐ก What does this mean for the market?
A race for power, not a bubble. BigTech's giant spending on AI is a struggle for real physical resources, not just speculation.
Change of main beneficiaries. In conditions of deficit, not only chip developers will benefit, but also suppliers of infrastructure equipment, energy companies and owners of real estate for data centers.
๐ฎ What to look at next?
In the next reports, investors will monitor the availability of electricity and the timing of the construction of data centers. If the deficit persists, companies with strong capital will receive strong price power. However, if the ROI from AI investments turns out to be weak, fears about the bubble may return to the market again.
$NEAR
$FET
$TAO
The head of BlackRock ($BLK) Larry Fink highlighted the key problem of the AI industry: the demand for computing power is growing faster than supply. The main barriers are not only chips, but also a severe shortage of electricity and qualified personnel.
๐ก What does this mean for the market?
A race for power, not a bubble. BigTech's giant spending on AI is a struggle for real physical resources, not just speculation.
Change of main beneficiaries. In conditions of deficit, not only chip developers will benefit, but also suppliers of infrastructure equipment, energy companies and owners of real estate for data centers.
๐ฎ What to look at next?
In the next reports, investors will monitor the availability of electricity and the timing of the construction of data centers. If the deficit persists, companies with strong capital will receive strong price power. However, if the ROI from AI investments turns out to be weak, fears about the bubble may return to the market again.
$NEAR
$FET
$TAO