BlackRock AI Infrastructure Buying Opportunity

Today you will see various news on brokerage apps about BlackRock halting construction of the world's largest data center. Then rumors continue to ferment, ghost stories about computing power not being scarce. At this point, if this results in a final blow to the capital market, there will be a good buying opportunity on Monday. In fact, this has been fermenting for a long time; this March, the court ruled the land approval invalid, a risk buried in the site selection at the time. In fact, BlackRock has not stopped AI infrastructure investments but is increasing them; they are heavily investing massive capital in Japan and Australia in the Asia-Pacific region, meanwhile, in May 2026, BlackRock and Google reached a major strategic cooperation to jointly fund an infrastructure company focused on AI cloud business, shifting to an asset-light operating model.