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BlackRock CEO Larry Fink Identifies AI Compute, Labor and Power Constraints
In an interview published Oct. 6, Fink said demand for computing capacity is growing faster than supply.

BlackRock CEO Larry Fink pointed to shortages of computing capacity, skilled labor and energy as potential constraints on artificial intelligence expansion in an interview published Oct. 6.
Fink said demand for computing capacity was growing faster than supply.
Skilled workers and access to electricity are among the risks to the pace of data center construction.
Fink’s focus on supply enters a wider debate over AI investment. Bridgewater Associates founder Ray Dalio and Galaxy Digital CEO Michael Novogratz have called AI a bubble. Oaktree Capital co-founder Howard Marks has said the evidence does not yet establish one.