$SUPER MICRO COMPUTER INC(SMCI

SMCI is number 9.

15 July

BlackRock CEO Larry Fink discusses his bullish outlook on the markets for the coming year, driven by technological revolutions and the role of US capital markets.

Key takeaways from the discussion:

• ⁠The AI Infrastructure Boom: Fink emphasizes the need for massive investment in data centers and compute capacity. He notes that while hyperscalers are spending trillions on capex, the primary challenge is not demand, but rather the speed at which the US can build the necessary power grid infrastructure to support AI (1:45-2:30).

• ⁠The Power Challenge: Fink warns that the US must become "power agnostic" and accelerate energy production—whether from hydrocarbons or renewables—to avoid supply shortages that could drive up electricity prices and hinder the AI revolution compared to competitors like China (4:30-5:30).

Modified in.07-16

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