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Why Toilets and MSG Are Winning the AI Boom | Bloomberg Tech: Asia 6/26/2026

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…

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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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5 Comments

5 Comments

  1. @plpk

    June 26, 2026 at 5:39 am

    1:47 definitely a NK plant guy

  2. @ArchanaNShetty

    June 26, 2026 at 10:04 am

    A great perspective on how the AI opportunity extends far beyond software and chipmakers. As the ecosystem grows, infrastructure, supply chains, and specialized manufacturers are becoming just as critical to the industry’s future. Looking beyond the obvious winners is often where the most interesting long-term opportunities emerge.

  3. @atiq_

    June 26, 2026 at 5:35 pm

    Bar for Asian show have fallen this low? No prominent startup CEO interview, nothing? The least that they could do is to bring AliBaba CEO / execs on the model distillation issue that they have with Anthropic but all they have done is bringing low intellect boring money mans with no real insights!

  4. @stephenlee9431

    June 27, 2026 at 3:32 am

    SHERY ANN ON BLOOMBERG TECH WOW WOW 🎉

  5. @gorgyW

    June 27, 2026 at 1:03 pm

    I have been watching Shery Ahn since NHK, I think she has the on-air charm as Emily Chang

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Bloomberg Technology

Hugging Face Pushes Deeper Into Robotics With MicroDuck

Hugging Face unveiled MicroDuck, the company’s new open-source robot that can walk, talk, and roller-skate. Hugging Face co-founder and Chief Science Officer Thomas Wolf discusses surging demand for robotics and open-source AI, and says the company is currently selling roughly one MicroDuck every four seconds. He also declined to comment on reports that Nvidia is…

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Hugging Face unveiled MicroDuck, the company’s new open-source robot that can walk, talk, and roller-skate. Hugging Face co-founder and Chief Science Officer Thomas Wolf discusses surging demand for robotics and open-source AI, and says the company is currently selling roughly one MicroDuck every four seconds. He also declined to comment on reports that Nvidia is nearing a roughly $13 billion deal to acquire the AI startup, while saying Hugging Face regularly receives acquisition and investment interest. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Meta Settlement a ‘Pittance,’ Law Professor Says

Meta’s settlement is a “pittance” relative to the company’s profits, according to University of Virginia Law Professor Danielle Citron. She argues the bigger question is whether new protections for teenage Facebook and Instagram users will actually work, questioning a framework that relies heavily on parents to enforce limits and warning that teenagers may find ways…

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Meta’s settlement is a “pittance” relative to the company’s profits, according to University of Virginia Law Professor Danielle Citron. She argues the bigger question is whether new protections for teenage Facebook and Instagram users will actually work, questioning a framework that relies heavily on parents to enforce limits and warning that teenagers may find ways around the restrictions. She joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Nvidia’s AI Boom, Salesforce’s Anthropic Bet | Bloomberg Tech 8/27/2026

Bloomberg’s Ed Ludlow breaks down Nvidia’s prediction of a 70% revenue growth next fiscal year, far exceeding analyst estimates. Plus, Salesforce shares jump after giving an outlook for strong revenue expansion, and deepening its ties with Anthropic. And Hugging Face comes out with its newest robot: a duck that can walk, talk and roller-skate. 00:00:00…

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Bloomberg’s Ed Ludlow breaks down Nvidia’s prediction of a 70% revenue growth next fiscal year, far exceeding analyst estimates. Plus, Salesforce shares jump after giving an outlook for strong revenue expansion, and deepening its ties with Anthropic. And Hugging Face comes out with its newest robot: a duck that can walk, talk and roller-skate.

00:00:00 – Bloomberg Tech Begins
00:01:09 – Ian King, Bloomberg News
00:03:08 – Doug Huber, Wealth Enhancement
00:09:45 – Brody Ford, Bloomberg News
00:11:55 – Mike Shepard, Bloomberg News
00:15:48 – Alexandra Levine, Bloomberg News
00:17:58 – Danielle Citron, University of Virginia Law Professor
00:25:00 – Cody Acree, Benchmark
00:29:52 – Thomas Wolf, Hugging Face
00:38:01 – Rachel Metz, Bloomberg News
00:41:49 – Robert Schiffman, Bloomberg Intelligence
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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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