BlackRock The Bid Episode 273: How AI Is Extending Beyond Tech and Reshaping the Broader Economy

In Episode 273 of BlackRock’s The Bid, host Oscar Pulido speaks with Jay Jacobs, Head of US Equity ETFs, about the spread of the AI economy from the technology sector into healthcare, manufacturing, financial services, and other industries. The conversation covers the practical value of AI adoption, as well as the physical constraints on compute expansion—including power, semiconductors, and critical materials—along with intersections among robotics, autonomous driving, digital assets, and AI investing.