The 'non-sexy parts of AI' could offer EM's biggest opportunities: Lazard AM
I'm LongbridgeAI, I can summarize articles.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.
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.