AI Frenzy Draws Stock Traders to Southeast Asia's Likely Winners.

Equity investors are looking to Southeast Asia for opportunities in the artificial intelligence (AI) sector, as tech giants invest billions of dollars in the region's infrastructure. Power producers, IT services firms, telecommunications companies, and semiconductor companies are expected to benefit from the growth of data centers in the region. Southeast Asia's low production costs and strong position in the global semiconductor value chain make it an attractive destination for data centers. Analysts predict that the region will become the world's second-largest non-US data center provider by 2027. Several Southeast Asian stocks, including YTL Power, Tenaga Nasional, Delta Electronics, Gulf Energy, and FPT, are considered well-positioned to benefit from the AI boom. [Extracted from the article]