Scale of power and materials needed could outpace GDP gains.
Sponsored by ASB Will Porter, investment strategist at BlackRock, unpacks their mid-year outlook and its ‘scarcity vs abundance’ framing. Porter breaks down why the scale of power, materials and capital needed for AI’s build-out could intensify scarcity before any productivity payoff shows up.Listen to the full episode here:
Rising power costs and supply strains risk turning today’s AI boom into a bust.
BlackRock forecasts AI spending could hit $8T by 2030. Anthropic's valuation reaching $1.25T by December at 92.5% YES.
BlackRock reports AI surge is doubling data center demand by 2030. Anthropic's valuation hitting $1.25T by December is at 90.5%…
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