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Market Views: Is Asean’s AI infrastructure play rotation or rally?

Heather Ng
ASEAN’s rising role in AI infrastructure prompts debate over whether the momentum signals a true regional shift.
Market Views: Is Asean’s AI infrastructure play rotation or rally?

Asean markets are beginning to stand out in the global AI buildout story. Thailand’s surge, led by Delta Electronics on the back of AI-driven power systems and data centre infrastructure, is drawing investor attention, but the momentum extends beyond a single stock.

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