---
title: "The 'non-sexy parts of AI' could offer EM's biggest opportunities: Lazard AM"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/294911695.md"
description: "Lazard Asset Management's Eric Van Nostrand says the next leg of the AI trade could come from overlooked emerging-market companies supporting data centres and chip supply chains. He also explains why India is an underappreciated AI opportunity with an infrastructure-led investment story."
datetime: "2026-08-05T04:56:42.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/294911695.md)
  - [en](https://longbridge.com/en/news/294911695.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/294911695.md)
generator: "portal-rs"
---

# The 'non-sexy parts of AI' could offer EM's biggest opportunities: Lazard AM

Lazard Asset Management's Eric Van Nostrand says the next leg of the AI trade could come from overlooked emerging-market companies supporting data centres and chip supply chains. He also explains why India is an underappreciated AI opportunity with an infrastructure-led investment story.

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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**