World Trade Factory™

What If the Next Big AI Trade Isn’t in the US?

The US is the epicenter of the artificial intelligence boom. It’s the location for most of the world’s AI-specialized data centers, and the headquarters of the companies designing the leading chips and large language models. But investors have priced that in already — and then some. Emerging markets

What If the Next Big AI Trade Isn’t in the US?

The US is the epicenter of the artificial intelligence boom. It’s the location for most of the world’s AI-specialized data centers, and the headquarters of the companies designing the leading chips and large language models. But investors have priced that in already — and then some. Emerging markets, on the other hand, have a compelling AI story and a steep discount to developed-market peers, an a

Technology Bloomberg Jun 5, 2026

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