The AI Supercycle, Asia, and Why This Time is Different

The AI race is about more than who builds the best model. It is also about who supplies the infrastructure and turns new capabilities into commercial applications.

On this episode of our podcast, host Anu Rajakumar joins YT Boon, Portfolio Manager and Head of Thematic for Asia at Neuberger, to explore:

Why he believes supply bottlenecks and multi-year demand distinguish this cycle from past technology booms Where he sees opportunities in optical networking and cybersecurity How China's mass-market AI strategy differs from the US approach Why Taiwan, Japan and South Korea form Asia's "golden triangle" What comes next for agentic AI, smart glasses and robotics, and the risks of rapid adoption

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