Connect with us

Bloomberg Technology

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…

Published

on

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
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
Get the latest in tech from Silicon Valley and around the world here:

Connect with us on…
X:
Facebook:
Instagram:
 
Follow Ed Ludlow on X here:
Follow Caroline Hyde on X here:
 
Listen to the daily Bloomberg Technology podcast here:

 
More from Bloomberg Business
Connect with us on…
X:
Facebook:
Instagram:
LinkedIn:
TikTok:

Continue Reading
Advertisement
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

Leave a Reply

Your email address will not be published. Required fields are marked *

Bloomberg Technology

Apple Makes Some Cuts in Hardware Engineering to Speed Up Development

On this episode of Power On, Bloomberg’s Mark Gurman breaks down how he believes Apple might streamline the company under John Ternus as the company pushes for a leaner, faster organization. Have a question for Mark? Email us at [email protected] or join the Power On Discord Subscribe to the Power On Newsletter at ——– Like…

Published

on

On this episode of Power On, Bloomberg’s Mark Gurman breaks down how he believes Apple might streamline the company under John Ternus as the company pushes for a leaner, faster organization.

Have a question for Mark? Email us at [email protected] or join the Power On Discord

Subscribe to the Power On Newsletter at

——–
Like this video? Subscribe to Bloomberg Tech on YouTube:

 
Watch the latest full episodes of “Bloomberg Tech” with Ed Ludlow here:

 
Get the latest in tech from Silicon Valley and around the world here:

Connect with us on…
X:
Facebook:
Instagram:
 
Follow Ed Ludlow on X here:
 
Listen to the daily Bloomberg Tech podcast here:

 
More from Bloomberg Business
Connect with us on…
X:
Facebook:
Instagram:
LinkedIn:
TikTok:

Continue Reading

Bloomberg Technology

Why Apple’s Vision Pro Is Struggling Compared to Meta’s VR Glasses

On this episode of the Power On podcast, Mark Gurman addresses backlash over his Vision Pro coverage, reporting that even top Apple executives don’t use the heavy, expensive headset. Have a question for Mark? Email us at [email protected] or join the Power On Discord Subscribe to the Power On Newsletter at ——– Like this video?…

Published

on

On this episode of the Power On podcast, Mark Gurman addresses backlash over his Vision Pro coverage, reporting that even top Apple executives don’t use the heavy, expensive headset.

Have a question for Mark? Email us at [email protected] or join the Power On Discord

Subscribe to the Power On Newsletter at

——–
Like this video? Subscribe to Bloomberg Tech on YouTube:

 
Watch the latest full episodes of “Bloomberg Tech” with Ed Ludlow here:

 
Get the latest in tech from Silicon Valley and around the world here:

Connect with us on…
X:
Facebook:
Instagram:
 
Follow Ed Ludlow on X here:
 
Listen to the daily Bloomberg Tech podcast here:

 
More from Bloomberg Business
Connect with us on…
X:
Facebook:
Instagram:
LinkedIn:
TikTok:

Continue Reading

Bloomberg Technology

US Suspends Visa Program for Tech Firms Including Microsoft

The Trump administration said it would suspend an immigration program for multiple tech firms that allows foreign workers to obtain green cards, including Microsoft, alleging widespread abuse of a worker visa system. Ed Ludlow has more. ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest full episodes of “Bloomberg Tech”…

Published

on

The Trump administration said it would suspend an immigration program for multiple tech firms that allows foreign workers to obtain green cards, including Microsoft, alleging widespread abuse of a worker visa system. Ed Ludlow has more.
——–
Like this video? Subscribe to Bloomberg Tech on YouTube:

 
Watch the latest full episodes of “Bloomberg Tech” with Ed Ludlow here:

 
Get the latest in tech from Silicon Valley and around the world here:

Connect with us on…
X:
Facebook:
Instagram:
 
Follow Ed Ludlow on X here:
 
Listen to the daily Bloomberg Tech podcast here:

 
More from Bloomberg Business
Connect with us on…
X:
Facebook:
Instagram:
LinkedIn:
TikTok:

Continue Reading

Trending