BlackRock: The Wave of Capital Flowing into AI Infrastructure Is Far from Peaking

GateNews

2025-12-08 19:52:28

According to Jinse Finance, Ben Powell, Chief Investment Strategist for Asia-Pacific at BlackRock, stated that the surge in capital expenditure on artificial intelligence (AI) infrastructure is ongoing and far from peaking. Powell believes that as tech giants ramp up their investments in a “winner-takes-all” competition, the “pick-and-shovel” providers of essential resources for the sector—such as chip manufacturers, energy producers, and copper wire makers—are the clearest investment winners.

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