# @blackrock on YouTube

- **Type:** Video
- **Original URL:** https://youtube.com/watch?v=6k_NpMFoyOo
- **Gondola URL:** https://gondola.cc/posts/35900051-blackrock-youtube
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/8719bd4b63.jpg
- **Posted:** 2025-10-21T13:34:13.000+00:00
- **Account Owner:** BlackRock (@BlackRock) — https://gondola.cc/BlackRock

## Caption

Artificial intelligence is one of the most powerful forces reshaping the global economy, technology, and investing. But understanding AI requires looking at the full story — where it began, how it is unfolding, and where it is headed next.

With recent headlines in OpenAI from its $100bn Nvidia investment to its release of Sora, this special in-depth episode of The Bid brings together highlights from across our conversations with BlackRock experts to trace the arc of AI’s evolution: its origins, today’s massive infrastructure build-out, the unprecedented power demand it creates, its adoption across industries, its geopolitical stakes, and what lies ahead for investors.

Key themes:
• The history and milestones that shaped AI as an investment theme
• The massive infrastructure and capital fueling the AI build-out
• Why AI’s energy demands could reshape global power consumption
• How AI adoption is boosting productivity and changing work
• AI as a geopolitical competition between nations
• What the exponential future of AI may bring for markets

🎙️ Check out this playlist on Spotify for more AI content on The Bid: https://open.spotify.com/playlist/1rt6kLl0fzg9D7puEkAupq

👉 Subscribe to The Bid podcast playlist for more insights from BlackRock experts: https://1blk.co/48iHOs4 

🔗 Follow Us on LinkedIn: https://1blk.co/3v09q6Q 
🔗 Follow Us on Twitter (or X): https://1blk.co/3NuiIOW 

Sources: Capex spend from BlackRock Investment Institute, Reuters, October 2024; ; “North America Data Center Trends H2 2023”, CBRE 2024; 

#ai #aiinvesting #aienergy #aiadoption 

Disclosures:
This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.

## Stats

- **Views:** 398
- **Likes:** 0
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## Tags

aiinvesting, aienergy, aiadoption, ai

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