The Next Major Resource May Be Compute Power, Larry Fink Says - Tekedia

BlackRock CEO Larry Fink says surging AI demand could make compute power a scarce, tradable resource.

He suggested markets may eventually price and trade contracts for future compute supply, similar to a commodity market.

If that happens, AI financing and infrastructure investment could shift toward securing long-term computing capacity.

The idea also points to growing competition over data centers, chips, and cloud capacity as key strategic assets.