AI · ReviewedindustryAI-rewritten · Qwen 3 (32B)
AI Forces Driving Capex Boom
Originally published Jun 2, 2026
AI-generated summary based on Bloomberg — Technology · Aggregated by OffScreenSpace · Human-reviewed and approved on Jun 3, 2026
Key points
- Jeffrey Rosenberg is a BlackRock portfolio manager.
- He attributes a capex boom to the forces of AI.
- Rosenberg highlights a significant wealth effect from AI advancements.
- His comments were made at an exclusive Bloomberg event in New York.
Jeffrey Rosenberg, a BlackRock portfolio manager, claims the forces of AI are sparking a capital expenditure boom and generating a significant wealth effect. He made the remarks during an exclusive event for Bloomberg.com subscribers in New York.
Read the original story: Bloomberg — Technology