Video | BlackRock CEO Larry Fink: AI Has No Bubble, Power, Computing Power, Chips, and Memory Are All Shortage

In May 2026, BlackRock CEO Larry Fink, speaking at the Milken Institute Global Conference, stated that the development of AI is facing shortages in power, computing power, chips, and memory. He believes this is not an AI bubble but a case of supply not keeping up with demand. As computing power becomes a scarce resource, there might even emerge a new asset class called "Compute Futures," and the global AI infrastructure is just beginning to take shape.