Larry Fink Warns of Structural Compute Scarcity as AI Demand Outpaces Global Supply

TLDR: Larry Fink predicts compute futures will emerge as a new tradable asset class similar to oil and grain. Data centers are set to consume 70% of all memory chips produced globally across 2026. DRAM supply grows at just 16% annually while AI infrastructure demand surges at over 80% per year. HBM memory from Samsung, [...]

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