Episode 1894 • • 1:27:03 - 1:31:18
1894: Fever Concerns
Larry Fink and BlackRock, AI Infrastructure as Asset Class
Larry Fink of BlackRock and Jensen Huang of NVIDIA are spearheading a $500 billion investment initiative to treat AI compute as a new asset class. Critics compare this "financial engineering" to the mortgage-backed securities bubble that led to the 2008 financial crisis. The plan involves raising trillions of dollars from sovereign wealth funds to build out global AI infrastructure.