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Which bit of AI do we buy?

19 July 2026

Brief

BlackRock manages US$15.3 trillion. Strategist Ben Powell spots AI scarcity opportunities for the firm. Rush Digital's Danushka Abeysuriya sees a way to win with data centres here.

In-depth

BlackRock manages US$15.3 trillion. Strategist Ben Powell spots AI scarcity opportunities for the firm. Rush Digital's Danushka Abeysuriya sees a way to win with data centres here.

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