[{"@context":"https:\/\/schema.org\/","@type":"BlogPosting","@id":"https:\/\/blog.terabox.com\/insights\/asia-ai-hardware-supply-chain-winners#BlogPosting","mainEntityOfPage":"https:\/\/blog.terabox.com\/insights\/asia-ai-hardware-supply-chain-winners","headline":"Asia’s AI Supply Chain: The Real Winners of the Tech Boom","name":"Asia’s AI Supply Chain: The Real Winners of the Tech Boom","description":"\ud83d\udcfa Today’s recommended deep-dive video: https:\/\/www.youtube.com\/watch?v=cPs5JeckwPo The Hardware Horizon: How Asia Owns the Global AI Supply ChainThe Great Hardware PivotThe Hidden Linchpins of the AI StackStrategic Divergence: East vs. WestKey TakeawaysQ&A The Hardware Horizon: How Asia Owns the Global AI... 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Even unexpected names like TOTO and Ajinomoto are benefiting from demand tied to the massive AI buildout and fundraising.\n\nIn 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.\r\n\r\nChapters:\r\n00:01:08 - State Street Investment Management's Ninghui Liu on AI fundraising\r\n00:08:57 - SemiAnalysis' Myron Xie on AI supply chain\r\n00:15:52 - AI trade spreads beyond chip leaders\r\n00:17:58 - Palliser CIO James Smith on overlooked AI plays\r\n--------\r\nLike this video? 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