To me, the biggest winners may not be AI applications, but the infrastructure behind them. As enterprise adoption grows, demand for data centres, semiconductor testing, precision engineering and digital infrastructure should continue to rise. These are the "shovel sellers" of the AI era.
I'm optimistic about Singapore's AI ecosystem. With strong government support and rising compute demand, I believe SGX-listed AI infrastructure companies have a long growth runway. My focus is on accumulating quality businesses that can benefit as AI adoption accelerates.
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