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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@plpk
June 26, 2026 at 5:39 am
1:47 definitely a NK plant guy
@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.
@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!