tony kimTony Kim leads BlackRock's global technology investing across public and private markets. He has been investing in AI infrastructure since before the generative AI wave (e.g., SambaNova in 2019) and focuses on the physical layer of AI: compute, memory, power, optics, and data center redesign. He frames capital allocation around a three-year 'now' window and a 2030 frontier horizon (quantum, orbital compute, SMRs).