BLACKROCK CEO LARRY FINK SAYS A NEW ASSET CLASS IS COMING: FUTURES ON COMPUTE
"The United States is short power. We're short compute, we're short chips."
Fink sees shortages ahead across all three, plus memory. And he thinks the scarcity gets financialized: "I actually believe a new asset class will be buying futures of compute."
That is computing power described the way traders treat oil: a commodity scarce enough to hedge, price and trade. "We just don't have enough compute power right now."
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