Article 1 of 5
Why past tech cycles matter for AI investors
History shows that technology winners are not always obvious at the start. Past cycles can help investors identify where long-term AI value may accrue.
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Understand where AI value is created and uncover the opportunities in the
2026 Asian Expert Series
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Article 2 of 5
Why invest in Asia tech in the AI era
With attractive valuations, strong earnings and exposure to critical AI enablers, Asia offers a differentiated way to participate in the AI boom.
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Article 3 of 5
Why Asia is central to the AI server build out
Servers accounted for 98% of total AI spending in 2Q25. From providing advanced manufacturing to supplying critical components, Asia is a key beneficiary of this build out.
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Article 4 of 5
Why the shift to edge AI favours Asia
Edge AI provides the foundation for the next phase of the AI revolution and Asia benefits at every stage of the edge AI value chain.
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Article 5 of 5
Why Asia is the investment sweet spot for physical AI
SAs AI moves into the real world, the opportunity set is evolving beyond Generative and Agentic AI towards Physical AI enablers, many of which are based in Asia.
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