BREAKING: How a $15+ Trillion AUM Firm is Thinking About the Systemic $10T Rebuild Around AI Inside BlackRock's Fundamental Equities w/ Managing Director & Head of Global Tech, Tony Kim (@tonywkim) The irony of "the trillion dollars of CapEx this year & the $10T over the next 5 years that are coming.. is to move data centimeters & millimeters. That's AI." "Today we're all talking about compute, compute, compute. I think the primacy of memory will become even more important." Tony invests…