▶ 54:54 · $PLTR · Kim validates Palantir's ontology layer as blueprint for AI-native enterprise

episode briefing

How BlackRock’s Tony Kim Thinks About Investing in the AI Revolution

2026-07-24 · 5 company · 14 thematic

sentiment

5 bull0 bear0 neu

speakers

Tony 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).

quote

“I think Palunteer calls this ontology. Ontology. Exactly. Yeah. Yeah. Exactly. So you have this ontology layer, this context layer sitting on the the data the data foundation with tokens in”

—tony kim

episode shorts · 8

Tony Kim on Palantir’s Ontology

Tony Kim says traditional companies will have to radically read…

Tony Kim on the myth of semiconductors as a commodity business

Tony Kim: AI Will "Plow Through" the Compute Wall

Tony Kim on the moment compute costs went up 10,000x

Tony Kim on the real mentors who took a chance on him

Tony Kim on why AI's trillion-dollar shift to compute is forcin…

Tony Kim on why intelligence is the new compute arms race

now playing · $PLTR

$LITE···bullish· mediumtony kim

Kim focuses on optical interconnects as critical for next-gen data center design

Optical interconnects are essential to solve the power density and bandwidth constraints of AI data centers as copper reaches physical limits at higher compute densities.

$SAMBANOVAbullish· high· postony kim

Kim reveals prior investment in AI chip startup SambaNova

SambaNova's next-generation computer architecture represents an early bet on AI-specific compute infrastructure before the generative AI wave.

$AVGO···bullish· mediumtony kim

Kim highlights Broadcom's chip-model co-design as new AI paradigm

Broadcom's co-design of custom XPU chips tightly integrated with foundation model architectures represents the new path for AI compute, moving beyond generic GPUs to model-specifi…

$PLTR···bullish· mediumtony kim

Kim validates Palantir's ontology layer as blueprint for AI-native enterprise

Palantir's ontology/context layer that embodies cumulative enterprise knowledge is the exact architecture needed for AI agents to orchestrate proprietary data and token flows.

$SPCX···bullish· mediumtony kim

Kim sees orbital data centers as 2030 convergence point for AI infrastructure

Moving compute to space via orbital data centers could unlock a radical rethink of terrestrial data center constraints around power, cooling, and land, with SpaceX's launch capabi…

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