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Compute Is Becoming a Commodity. What Happens Next?

calendar_today May 18, 2026 person Theta Labs domain theta-edge

Larry Fink, CEO of BlackRock, made an interesting intervention earlier this month. Something quite interesting happened in the compute space earlier this month. Larry Fink, CEO of BlackRock, said compute may become a tradable financial asset , with futures contracts emerging as demand for AI infrastructure overwhelms supply.

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