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On September 30th, Charles Wu, Head of Client Strategy for Alternative Investments in Asia Pacific at JPMorgan Chase, revealed at the SuperReturn conference in Singapore on Wednesday that foreign investors are increasing their investments in North American artificial intelligence computing infrastructure. He pointed out that foreign banks in Asia and the Gulf region, along with institutional investors such as pension funds, sovereign wealth funds, and insurance companies, are becoming significant forces driving expansion in this field. Currently, capital expenditures in the AI industry have approached $1 trillion, with computing assets used for AI model training primarily concentrated in North America. Wu emphasized that, whether on the banking or asset management side, the capital sources funding these assets are becoming increasingly globalized.
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