BlackRock: The wave of funding pouring into AI infrastructure is far from peaking
2025-12-08 19:52:50
Ben Powell, chief investment strategist for BlackRock Asia Pacific, said the torrent of capital spending in artificial intelligence (AI) infrastructure continues and is far from reaching its peak. Mr. Powell sees "shovel sellers" (such as chipmakers, energy producers and copper wire makers) who provide the infrastructure for the sector as the clearest winners as tech giants race to increase their spending in a winner-take-all race.
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