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Shimada: ‘The Backbone of AI Comes From Emerging Markets’

Shimada: ‘The Backbone of AI Comes From Emerging Markets’

Schwab Network · Schwab Network

June 26, 20255m 46s

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Show Notes

Alison Shimada says conditions look “quite good” for emerging markets after underperforming for 13 years. “The local economies are operating quite well,” and AI is driving growth across the sector, she argues. “The backbone of AI comes from emerging markets,” she says, like South Korea’s Samsung and SK Hynix.


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