The largest asset manager in the world says AI compute could be tokenized. We agree 😏
Today, if you want exposure to compute as an asset, most of the options are indirect: NVIDIA stock, DePIN tokens, cloud providers, etc.
We think the most interesting asset is the machine itself: B300s. H200s. RTX PRO 6000s. Real hardware producing real compute, with real demand behind it.
We’re already seeing how much people want to own these machines outright (enough demand to break our Stripe account).
Tokenization can take that model further, expanding who can participate in ownership of physical AI infrastructure.
Our goal is to expand ownership of compute - not just for hyperscalers and the Fortune 500.
More soon.
Our latest research paper explores the growing connection between AI and digital assets and explains why broad AI adoption may drive new demand, utility and applications across the digital asset economy.
blackrock.com/us/individual/…