贝莱德CEO芬克警告：数据中心建设放缓将推高AI算力成本并危及经济，同时警示美债供给与赤字风险

BlackRock ( BLK ) CEO Larry Fink warned that slowing data center construction could drive up AI computing costs and undermine economic growth as demand for the technology surges. “If we don’t build out these data centers, it is actually more inflationary because the cost of compute is so high right now,” Fink said Wednesday in an interview with Bloomberg Television at the Berlin Global Dialogue. “And the faster we can build out more data centers, the more compute we have, the faster we can bring down the cost.” Fink added that delays could have broader economic consequences. “If we slow down the build out of this technology, I think it really does jeopardize the economy.” The executive has previously dismissed concerns about an AI bubble, arguing that demand has outpaced expectations and supply constraints threaten wider access to the technology. On Wednesday, he also pointed to intense competition for funding, saying, “We’re at a time now where we’re finally unlocking private capital, and so the competition for capital is as large as I’ve ever seen in my professional career.” Fink’s comments come as inflation pressures re-emerge and U.S. Treasury yields climb amid concerns over the nearly $2T federal budget deficit. He warned that rising yields are sending a message to Washington: “Wake up, federal government. Our deficits are starting to have real large issues.”