The AI boom is driving interest beyond just software and semiconductors, with infrastructure companies gaining prominence as key players. This shift highlights firms providing the physical backbone needed for AI expansion, such as data center components. Notably, companies like TOTO and Ajinomoto have experienced growth linked to the evolving data center ecosystem supporting AI development. The discussion focuses on how Asia’s supply chain is adapting to meet the global demands of AI technology.
Industry experts from State Street and Palliser offer insights into regional companies that stand to benefit from this infrastructure-centric growth phase. By moving past the usual tech giants, investors are uncovering opportunities in the essential building blocks of the digital economy. This perspective reveals a broader and often overlooked segment of the AI market, emphasizing infrastructure’s critical role in sustaining AI advancements worldwide.