BlackRock The Bid Episode 268: AI, Space, and Stock Market Opportunities Through an Investor's Lens

On BlackRock's The Bid Episode 268, Tony Kim, Global Head of Technology within BlackRock's Fundamental Equity team, shares insights from his 13th technology tour of San Francisco and Silicon Valley, exploring how AI investment is extending from model development to compute, infrastructure, and physical AI. The discussion covers low-earth orbit satellite compute, autonomous trucks, and humanoid robots, analyzing how compute buildout is reshaping supply chains and how market value is shifting toward compute- and model-centric companies.