Hyperscaler cloud revenues could exceed $1 trillion annually by 2030, driven by expanding demand for computing resources required to train and run artificial intelligence (AI) systems, according to a BlackRock report. It highlighted how compute capacity is turning into a vital economic resource as AI and blockchain-based digital assets increasingly converge.
The report noted that computing power represents an emerging, major market for digital assets, where standardized claims on processing capacity offer a practical framework for financing and settlement. As autonomous software agents gain persistence and capability, liquid compute markets allow these systems to source, optimize, and pay for hardware infrastructure directly.
