๐จHUGE: $15 TRILLION BlackRock says AI COMPUTE could become a MASSIVE new demand engine for Digital Assets.
In a new research paper, BlackRock argues that the rapid growth of AI could create a new investable digital-asset market around compute, with hyperscaler cloud revenue potentially reaching $1.1 TRILLION by 2030.
The firm sees blockchains potentially enabling AI agents to discover, finance and pay for compute in real time, turning compute into an on-chain market where supply and demand can be matched dynamically.
BlackRock also expects AI agents to increasingly make autonomous payments and transactions, creating demand for โmachine-nativeโ financial rails such as stablecoins, tokenized assets and blockchains.
BlackRockโs broader thesis includes COMPUTE as the emerging key intersection between digital-asset utility and adoption.