14d ago

BlackRock CEO Larry Fink predicts compute futures market

BlackRock CEO Larry Fink predicted a futures market for compute at the Milken Institute Global Conference in Beverly Hills. He highlighted surging global demand for computing power outpacing U.S. chip and memory supply, positioning compute as a new asset class. Traders will buy and sell compute futures amid capacity shortages, akin to energy and commodities markets. The remarks reflect AI-driven scarcity turning compute into a tradeable commodity with spot and forward pricing.

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Original post
OPAndrew Curran#517Andrew Curran@ANDREWCURRAN_

BlackRock CEO Larry Fink predicts a compute futures market.

12:08 PM · May 5, 2026 View on X
QUOTE POSTswyx🛬 SFO#214swyx🛬 SFO@SWYX

typical @evanjconrad W

Andrew CurranAndrew Curran@AndrewCurran_

BlackRock CEO Larry Fink predicts a compute futures market.

7:08 PM · May 5, 2026 · 277.5K Views
3:59 AM · May 6, 2026 · 12.1K Views
QUOTE POSTDean W. Ball#392Dean W. Ball@DEANWBALL

lotsa policy recommendations aging well today

Andrew CurranAndrew Curran@AndrewCurran_

BlackRock CEO Larry Fink predicts a compute futures market.

7:08 PM · May 5, 2026 · 277.5K Views
4:47 PM · May 6, 2026 · 8.3K Views
QUOTE POSTAndrew Curran#517Andrew Curran@ANDREWCURRAN_
Dean W. BallDean W. Ball@deanwball

lotsa policy recommendations aging well today

4:47 PM · May 6, 2026 · 8.3K Views
5:21 PM · May 6, 2026 · 4K Views
REPLYAndrew Curran#517Andrew Curran@ANDREWCURRAN_

@beffjezos From the comments in the thread, many people are working on this.

Beff (e/acc)Beff (e/acc)@beffjezos

Larry Fink just pumped the bags of the 50 early stage co's I know doing this with his comment

9:47 PM · May 5, 2026 · 9.2K Views
9:50 PM · May 5, 2026 · 318 Views
QUOTE POSTAndrew Curran#517Andrew Curran@ANDREWCURRAN_

Prophecy fulfilled. The NYSE is adding a compute futures market.

Andrew CurranAndrew Curran@AndrewCurran_

BlackRock CEO Larry Fink predicts a compute futures market.

7:08 PM · May 5, 2026 · 277.5K Views
3:50 PM · May 19, 2026 · 34K Views
QUOTE POSTAndrew Curran#517Andrew Curran@ANDREWCURRAN_
Andrew CurranAndrew Curran@AndrewCurran_

OpenAI is guaranteeing compute capacity for 1-3 years.

7:48 PM · May 19, 2026 · 11.9K Views
7:52 PM · May 19, 2026 · 1.4K Views
QUOTE POSTBeff (e/acc)#839Beff (e/acc)@BEFFJEZOS

SF bro: "hey man, got any available GPUs?" NYC broz:

Andrew CurranAndrew Curran@AndrewCurran_

BlackRock CEO Larry Fink predicts a compute futures market.

7:08 PM · May 5, 2026 · 277.5K Views
7:54 AM · May 6, 2026 · 143.7K Views
QUOTE POSTBeff (e/acc)#839Beff (e/acc)@BEFFJEZOS

Larry Fink just pumped the bags of the 50 early stage co's I know doing this with his comment

Andrew CurranAndrew Curran@AndrewCurran_

BlackRock CEO Larry Fink predicts a compute futures market.

7:08 PM · May 5, 2026 · 277.5K Views
9:47 PM · May 5, 2026 · 9.2K Views
QUOTE POSTCody Blakeney#999Cody Blakeney@CODE_STAR

SF compute total victory

Andrew CurranAndrew Curran@AndrewCurran_

Prophecy fulfilled. The NYSE is adding a compute futures market.

3:50 PM · May 19, 2026 · 34K Views
5:12 PM · May 19, 2026 · 720 Views