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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

China’s Moonshot, Netflix’s Slump & Greylock’s $1.5B Bet | Bloomberg Tech 7/17/2026

Bloomberg’s Ed Ludlow looks at Chinese startup Moonshot’s latest model, which it says can compete with the best from OpenAI and Anthropic. Plus, Netflix shares tumble after the streaming giant warns of slowing sales growth for a second straight quarter. And, Greylock, one of the oldest venture firms, just raised $1.5 billion for its 18th…

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Bloomberg’s Ed Ludlow looks at Chinese startup Moonshot’s latest model, which it says can compete with the best from OpenAI and Anthropic. Plus, Netflix shares tumble after the streaming giant warns of slowing sales growth for a second straight quarter. And, Greylock, one of the oldest venture firms, just raised $1.5 billion for its 18th fund. We speak with partner Saam Motamedi.
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Eclipse Space’s Huerta on SpaceX’s Test Mission Delay

Derek Huerta, Eclipse Space’s co-founder and CEO, addressing a question on the delay of a critical test of SpaceX’s massive Starship rocket, said the approach is more cautious and conservative in the early days to ensure there’s a high probability of success. The test is the rocket’s first since SpaceX’s blockbuster IPO last month. ——–…

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Derek Huerta, Eclipse Space’s co-founder and CEO, addressing a question on the delay of a critical test of SpaceX’s massive Starship rocket, said the approach is more cautious and conservative in the early days to ensure there’s a high probability of success. The test is the rocket’s first since SpaceX’s blockbuster IPO last month.
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Bloomberg Technology

TSMC’s Market Jolt, Saronic’s Texas Bet and GameStop’s eBay Bid | Bloomberg Tech 7/16/2026

Bloomberg’s Ed Ludlow breaks down TSMC’s results and the company’s announcement of a higher commitment for its US buildout. Plus, he speaks with the CEO of autonomous maritime drone company Saronic and Texas Governor Greg Abbott about why Saronic is making a $3.2 billion bet on Texas. And, GameStop CEO Ryan Cohen joins to discuss…

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Bloomberg’s Ed Ludlow breaks down TSMC’s results and the company’s announcement of a higher commitment for its US buildout. Plus, he speaks with the CEO of autonomous maritime drone company Saronic and Texas Governor Greg Abbott about why Saronic is making a $3.2 billion bet on Texas. And, GameStop CEO Ryan Cohen joins to discuss the company’s bid for eBay.

00:00:00 – Bloomberg Tech Begins
00:01:42 – Michael Shepard, Bloomberg News
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00:12:13 – Gov. Greg Abbott (R) Texas & Dino Mavrookas, Saronic CEO
00:25:52 – Ryan Cohen, GameStop CEO
——–
“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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