BlackRock sees AI capex at 5-8 trillion yuan (2025-2030), stablecoins as payment infrastructure in 2026 outlook

BlackRock projects AI capital expenditures of 5-8 万亿美元 from 2025 to 2030 and maintains a pro-risk stance with overweight U.S. stocks as of Jan. 13, BlockBeats said. The firm views digital assets, especially stablecoins, as payment and settlement infrastructure and digital dollar rails for cross-border payments.