BlackRock's Larry Fink: AI Is Not a Bubble — Power Is the Real Bottleneck
Larry Finks 2026 letter reveals the $7 trillion AI infrastructure buildout. The bottleneck is not chips — it is electricity.
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AI Gold Rush Ignites At Broadcom
There is a notable influx of AI projects underway today at Broadcom which has drawn substantial interest in the semiconductor industry. After the
Billionaires Dump SanDisk, Load Up Nvidia
Two billionaire hedge fund titans just made a bold bet on AI's future. In Q4 2025, Cliff Asness of AQR Capital Management and Steven Schonfeld of Schonfeld