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BlackRock's Fink Warns AI Infrastructure Delays Could Narrow Access

September 15, 2026 at 20:51 EDT

Infra & Chips
Policy & Regulation
Sales & Business

BlackRock Chief Executive Officer Larry Fink warned that public opposition slowing the build-out of artificial intelligence infrastructure could concentrate the technology in the hands of large companies and limit access for others. Fink made the comments on Sept. 15 during remarks at the Canada Investment Summit, where AI compute, power and financing were part of a wider pitch for major infrastructure investment.

Sept. 15, 2026 · BlackRock

AI access meets grid reality

Larry Fink warned that public opposition and build-out delays could leave AI capacity concentrated among the largest companies, limiting access for smaller users.

$100B

AI infrastructure investment potential including debt financing

945 TWh

Projected global data-center electricity use in 2030

61%

Likely voters opposed constructing AI data centers

1.2 GW

Planned Saskatchewan AI infrastructure hub capacity

Electricity demand nearly doubles

Each stacked segment represents roughly 100 TWh of annual data-center electricity use.

485 TWh

2025

945 TWh

2030

Takeaway: The infrastructure gap is not only about chips. It is about whether power, permits and local consent arrive fast enough to keep compute broadly available.

How delay can concentrate access

Local pushback

Permitting delays

Scarce compute

Large firms gain

Build faster

Supporters say more capacity can reduce compute scarcity, support adoption, and create infrastructure jobs.

Prove the benefits

Critics point to electricity costs, water use, land disputes, noise and limited transparency in host communities.

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