AIBearishBlockonomi · May 87/10
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Larry Fink Warns of Structural Compute Scarcity as AI Demand Outpaces Global Supply
Larry Fink warns that compute capacity is becoming a structural bottleneck as AI infrastructure demand grows 80% annually while DRAM supply only expands 16% yearly. Data centers are expected to consume 70% of global memory chip production in 2026, positioning compute futures as an emerging tradable asset class analogous to commodities like oil and grain.
