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Tony Kim

Managing Director & Head of Global Technology Team, Fundamental Equities, Blackrock

Search every verified Tony Kim interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Tony Kim, Managing Director and Head of the Global Technology Team for Fundamental Equities at BlackRock, has recently participated in multiple public discussions on the state of artificial intelligence and technology investing. In a September 2026 interview with theCUBE and NYSE Wired, Kim discussed the ongoing AI buildout, stating that despite four years of exponential AI adoption, capabilities are scaling faster than capital expenditure, which he said indicates the buildout remains in its early stages. He also commented on shifts in the technology stack, noting that semiconductors, once perceived as a commodity, have become the most profitable sector globally, while software's traditionally high-margin, asset-light model has changed due to the costs associated with generating tokens. Kim also appeared in a September 2026 fireside chat with SpaceX CFO Bret Johnsen, where they discussed trends driving the next phase of AI innovation and their implications for long-term investors. In an August 2026 conversation with Fernando Echevarría, Director of Wealth for Mexico at BlackRock, Kim analyzed the factors driving the current AI cycle, noting that technology has grown from less than 10% of the S&P 500 twenty years ago to over 40% today. He described AI as a cycle that could dwarf prior technology waves, distinguishing it from earlier tools like the internet or mobile phones by characterizing it as intelligence that can use tools and perform automated tasks. Kim also highlighted structural trends he expects to follow, including physical AI, new energy sources, and quantum computing.

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