Blackrock on AI #18
Series “Laboratory”: AI’s Big Questions and the Coming Investment Revolution
Introduction
Welcome back to our AI Insights Series, where we break down the transformative trends and urgent questions arising from the latest developments in artificial intelligence. This week, we’re taking a deep dive into BlackRock’s recent report, "AI’s Big Questions," which explores the path AI might follow—from today’s infrastructure buildout phase all the way to long-term economic and societal impacts.
The overarching theme? AI is already sparking heavy investment as organizations scramble to secure chips, construct data centers, and power them at scale. Yet nobody fully knows how quickly these changes will take hold—or which players will ultimately capture the lion’s share of new revenue.
In this post, we’ll walk through:
Where AI might create macro-level shifts in productivity, energy demand, and inflation
Why the current AI boom differs from the dot-com era
Which key segments of the market could thrive in the coming AI-driven economy
How an active investment approach might help navigate—and capitalize on—this new wave of innovation