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).
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
SambaNova's next-generation computer architecture represents an early bet on AI-specific compute infrastructure before the generative AI wave.
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.
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-specific silicon.