In May 2026, BlackRock CEO Larry Fink, speaking at the Milken Institute Global Conference, stated that AI development is facing shortages in electricity, computing power, chips, and memory. He argued that this is not an AI bubble, but rather a case of supply failing to keep up with demand. As computing power becomes a scarce resource, a new asset class—“computing power futures”—could emerge in the future, and global AI infrastructure development has only just begun.
BlackRock CEO Larry Fink: AI Faces Shortages in Power, Computing, Chips, and Memory
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Summary
At the Milken Institute Global Conference in May 2026, BlackRock CEO Larry Fink highlighted AI’s growing challenges related to power, computing resources, chips, and memory shortages. He characterized it as a supply issue, not a bubble, and suggested that a new asset class—such as “compute futures”—could emerge. Fink noted that value investing in crypto may evolve as compute becomes scarce, given that global AI infrastructure remains in its early stages. Support and resistance levels in the AI sector could become critical for traders as demand outpaces supply.
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