Bloomberg Surveillance · Friday, September 18, 2026
An analyst suggests that the potential for AI monetization is a global story, with significant opportunities in Asia, particularly China, due to its lower-cost models and consumer focus. Europe also plays a role through automation driven by technology.
“I think it's a global equity story, right?”
“Because again, yes, US right now is leading in the forefront of AI, but reality is some of the supply chain sits in Asia and the opportunity in Asia to monetize. We're seeing, one can argue that the ability to monetize AI could be even greater in areas in Asia, particularly in like China, where there are lower cost models, right?”
“I think in terms of Europe, for us, Europe is part of the story in the sense that from automation, right? Europe is also at the center of that in the way that it can use a technology to drive automation.”