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Why Toilets and MSG Are Winning the AI Boom | Bloomberg Tech: Asia 6/26/2026
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June 26, 2026
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23:07Now PlayingThe 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.
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