Why is BlackRock Investing Billions on AI Infrastructure? Their 6 Core Strategies Breakdown
At the Techsauce Global Summit 2025, one of the most talked-about sessions saw Kfir Godrich (Chief Innovation Officer, BlackRock) shift the conversation from simply ‘investing in AI’ to the more critical strategy of AI infrastructure investing. In discussion with Pailin Vichakul (CIO, SCB 10X), the session went beyond surface-level questions to delve deep into the structural trends of a major global transformation, viewed from the perspectives of investors, technology users, and the architects of an AI-driven future.
1. AI Investment Is More Than Models; It’s About Building a New Global Foundation
BlackRock views AI investment in three distinct phases:
- Phase 1: Infrastructure Buildout
- Phase 2: Widespread Adoption
- Phase…
