BlackRock 2026 Outlook: AI Wave Drives Economic Growth, Inflation and Leverage Risks Rise SimultaneouslyBlackRock (BlackRock) According to the 2026 Market Outlook report, AI investment will continue to support economic growth in 2026, while simultaneously amplifying inflation, debt, and financial leverage risks, making monetary policy face a more obvious tug-of-war. Currently, AI construction is dominated by a few technology giants, capital decisions are sufficient to affect the overall economy, market concentration continues to rise, and the effectiveness of traditional risk diversification strategies is declining. Against the backdrop of the simultaneous reshaping of energy, power, geopolitics, and financial systems, BlackRock believes that 2026 will be an important year for the global economy and market to recalibrate.
The wave of AI capital is accelerating, and the global economy is facing a capital limit test
BlackRock pointed out that global AI-related capital expenditure could reach $5 to $8 trillion by 2030, with investment highly concentrated in the United States. and historical technologies such as steam engines, electricity, or the Internet
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