AI investing continues to shape markets as artificial intelligence (AI) moves beyond software and into the physical infrastructure of the global economy. From data centers and chips to space-based compute, autonomous trucks and humanoid robotics, the AI buildout is creating new questions about scarcity, supply chains and where value may accrue next. 👀Check out the full episode on YouTube: youtu.be/bS3LeqpG80M 🎧Or on Spotify: open.spotify.com/show/56rc5KHG6Btk19lEAmw7I2 👉 Subscribe to The Bid podcast playlist for more insights from BlackRock experts: 1blk.co/48iHOs4 In this episode of The Bid, host Oscar Pulido is joined by Tony Kim, Head of the Global Technology Team within BlackRock Fundamental Equities. Fresh from his 13th annual technology tour across San Francisco and Silicon Valley, Tony shares what he heard from leading innovators and how the AI conversation has evolved from model development to compute, infrastructure, physical AI and the changing sh...