BLK · News · 20261021N

AI Infrastructure Investment Outlook

BlackRock, Inc. · 2026-10-21 · Importance 31 · Surprise 42

BlackRock CEO Larry Fink warned that delays in data-center construction could raise computing costs as artificial-intelligence demand accelerates. He said insufficient data-center buildout would be inflationary because compute costs are currently high, while faster construction and greater compute capacity could reduce those costs. Fink also warned that slowing the technology buildout could jeopardize broader economic growth, highlighting inflation and macroeconomic risks from infrastructure constraints.

Key facts

• BlackRock CEO Larry Fink warned that delays in building data centers could raise computing costs and be more inflationary because the cost of compute is so high right now. source
• Larry Fink said, "And the faster we can build out more data centers, the more compute we have, the faster we can bring down the cost." source