Three AI investment opportunities outside the indices
For those concerned about an AI bubble, the answer is not to retreat from global equities, but to look beyond the giants
Add BT as a preferred source
IN 2008, Facebook astonished observers when it took just four and a half years to reach 100 million users. In 2025, DeepSeek achieved that in seven days. ChatGPT is on track for a billion users.
With astonishing progress in machine learning capabilities, adoption rates continue to accelerate. Over the next decade, business models will be turned on their heads in ways we have yet to imagine.
But index investors find themselves in a bind. Their portfolios are increasingly exposed to the most capital-intensive parts of the artificial intelligence (AI) arms race. With the large hyperscalers – Alphabet, Microsoft and Meta – competing to outspend each other, they face a dilemma – stick with the giants, hoping for further gains, or look elsewhere?
TRENDING NOW
ComfortDelGro’s Zig to buy S$10 million worth of BYD cars for private-hire fleet
Singapore telco price war squeezes earnings, strengthens case for StarHub-M1 deal, say analysts
Sats slides 13.6% as investors dump shares on profit-margin squeeze
When every phone becomes a satellite phone, what happens to Asia’s telcos?
