The AI boom is creating a new generation of winners across Asia, with investors looking beyond software to the companies supplying the industry’s critical infrastructure. Even unexpected names like TOTO and Ajinomoto are benefiting from demand tied to the massive AI buildout and fundraising.
In this episode of Bloomberg Tech: Asia, Shery Ahn speaks with strategists from State Street and Palliser about Asia’s new AI winners, and with SemiAnalysis on how the region’s data center supply chain is evolving.
Chapters:
00:01:08 – State Street Investment Management’s Ninghui Liu on AI fundraising
00:08:57 – SemiAnalysis’ Myron Xie on AI supply chain
00:15:52 – AI trade spreads beyond chip leaders
00:17:58 – Palliser CIO James Smith on overlooked AI plays
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