Rohan Paul@rohanpaul_ai · X贝莱德CEO拉里·芬克指出，AI驱动的算力需求极其庞大，未来可能形成算力期货市场，使其成为可交易的金融资产。基于这一判断，贝莱德已通过投资数据中心、能源交易及与微软、英伟达等科技巨头合作进行布局，将算力需求转化为对电力、芯片等基础设施的投资。芬克否认AI存在泡沫，其核心论据是供应持续短缺——需求增速远超产能扩张，即使企业愿意高价支付也难以获得足够算力，从而对价格构成支撑。
Bloomberg： BlackRock CEO Larry Fink says compute power demand is so huge， that it could become a traded financial asset， with futures contracts letting investors bet on the future price of the machines that run AI.
BlackRock is already placing that bet through data centers， energy deals， and partners like Microsoft， Nvidia， MGX， GIP， and EQT， because compute demand converts directly into demand for power， chips， servers， and real estate.
Fink's "no AI bubble" claim rests on supply shortage： he argues demand is rising faster than capacity， so prices stay supported because companies cannot get enough compute even when they are willing to pay.
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bloomberg .com/news/articles/2026-05-05/larry-fink-predicts-birth-of-futures-market-for-computing-power