Mid-Year Thematic: Physical AI Meets Frontier Tech in Infrastructure: BI Replay

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Duration: 55 Minutes

Original Date: May 28, 2026

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The most compelling investment themes in Asia lie at the intersection of physical AI and frontier tech. This convergence -- where space, quantum and humanoids integrate into core infrastructure -- is creating significant economic shifts. Join BI's thematic strategist Shirley Wong, senior technology analyst Robert Lea and industrials analyst Ian Ma to discuss how embodied AI is transforming supply chains and networks, and how trillions in AI capex are fundamentally reshaping allocations.

Mid-Year Thematic: Physical AI Meets Frontier Tech in Infrastructure: BI Replay

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