Fink's Trillion-Dollar 'Compute', Google vs. NVIDIA, AI Video Soars
BlackRock CEO Larry Fink predicts a trillion-dollar 'compute' asset class, signaling AI's massive financial impact. In the hardware race, Google's Gemini and TPUs are challenging NVIDIA's dominance, while AI video generation reaches production-grade quality. These rapid advancements, alongside soaring AI adoption, highlight both revolutionary potential and widening global inequalities. Full edition: https://tech.pibrief.com/editions/2026-05-10
The skinny
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