
AI Boom Projected to Power Emerging Markets for the Next Decade
Investment managers are increasingly shifting emerging market strategies to capitalize on the AI boom, according to new analysis. Firms anticipate that rising technology demand and enterprise AI adoption will drive infrastructure spending and productivity in countries like India, Brazil, and Southeast Asian nations. A surge in capital is already being directed into AI-focused funds, especially those backing local chipmakers, cloud providers, and automation startups. Analysts compare the opportunity to previous transformative cycles like mobile and internet.
Artificial intelligence is no longer just a tech story—it’s becoming a central force in global economic growth, especially for emerging markets.