BlackRock (NYSE:BLK) is serving as an anchor investor in SpaceX's record-setting US$40b GPU lease to fund AI and cloud infrastructure. The asset manager is also a core partner in Envestnet's launch of white-labeled Custom Model Solutions for financial advisors. Both the SpaceX GPU lease role and Envestnet model partnership only capture part of what is changing around BlackRock today. Take a look at 1 warning sign we have identified for BlackRock. For a broader view on where capital is flowing, the wider buildout of AI infrastructure is worth tracking through 55 AI infrastructure stocks.
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