The AI edge

Meet the AI makers

Emerging markets are building the backbone of the AI revolution, offering long-term investors a compelling way in.

12 Sept 2025

4 minutes

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Sangeeth Sewnath
Charlie Linton
Anton Du Plooy

When people think of AI, they often picture Silicon Valley. But the physical infrastructure powering the AI revolution - from advanced semiconductors to precision manufacturing - is increasingly being built in emerging markets.

In this episode, Ninety One’s investment team explores how select companies in Asia and other emerging markets have quietly become indispensable players in the global AI value chain. With established leadership positions, robust capabilities, and strong moats, these firms may offer durable, underappreciated opportunities for long-term investors.

Authored by

Sangeeth Sewnath
Managing Director, Americas
Charlie Linton
Portfolio Manager
Anton Du Plooy
Technology Analyst

The AI edge

In this series, Ninety One’s global investment teams uncover four underappreciated ways investors can position their portfolios for long-term, AI-driven growth - starting now.

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12 Sept 2025

The AI edge: investing beyond the headlines

In this series, Ninety One’s global investment teams uncover four underappreciated ways investors can position portfolios for long-term, AI-driven growth.

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