Why Toilets and MSG Are Winning the AI Boom | Bloomberg Tech: Asia 6/26/2026

The 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. Chapters: 00:01:08 - State Street Investment Management's Ninghui Liu on AI fundraising 00:08:57 - SemiAnalysis' Myron Xie on AI supply chain 00:15:52 - AI trade spreads beyond chip leaders 00:17:58 - Palliser CIO James Smith on overlooked AI plays -------- Like this video? Subscribe to Bloomberg Technology on YouTube:    / @bloombergtechnology     Watch the latest full episodes of "Bloomberg Technology" with Caroline Hyde and Ed Ludlow here:    • 'Bloomberg Tech' With Ed Ludlow     Get the latest in tech from Silicon Valley and around the world here: https://www.bloomberg.com/technology Connect with us on... X:   / technology   Facebook:   / bloombergtechnology   Instagram:   / bloombergbusiness     Follow Ed Ludlow on X here:   / edludlow   Follow Caroline Hyde on X here:   / carolinehydetv     Listen to the daily Bloomberg Technology podcast here: https://www.bloomberg.com/podcasts/se...   More from Bloomberg Business Connect with us on... X:   / business   Facebook:   / bloombergbusiness   Instagram:   / bloombergbusiness   LinkedIn:   / bloomberg-news   TikTok:   / bloombergbusiness