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AI Fuels Capex Boom, BlackRock Manager Says

Bloomberg Tech·June 2, 2026 at 11:54 PM

Jeffrey Rosenberg, a portfolio manager at BlackRock, believes artificial intelligence is driving a significant capital expenditure boom. This surge in investment is creating a substantial wealth effect, according to Rosenberg. He shared these insights at a private event for Bloomberg.com subscribers in New York, highlighting the transformative economic impact of AI technologies on corporate spending and overall market prosperity.

AI Fuels Capex Boom, BlackRock Manager Says

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