AI investment outlook for 2026: policy, infrastructure central to the story
AI investment themes for 2026 may centre on infrastructure enablers, upstream semiconductors, and strong Asian players, with regulatory and capital expenditure concentration as key risks.
The next 12 months will see AI move from headline hype to industrial reality across Asia, driven by capex in semiconductors, the build‑out of data and energy infrastructure, and a patchwork of national regulatory approaches that will determine winners and losers, industry experts told AsianInvestor.
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