Asia's supply chain advantages position it ahead of US in AI development race

According to venture capitalist Foo of Granite Asia, Asia possesses significant advantages over the United States in artificial intelligence development due to superior supply chain infrastructure and hardware engineering capabilities. In an interview with the South China Morning Post, Foo emphasized that AI extends beyond software models to include robotics and embodied systems where Asia's industrial ecosystem enables faster deployment. The senior managing partner noted that venture capital investment is shifting toward application-layer companies that create tangible use cases and revenue rather than purely model-driven businesses. Foo highlighted that evaluating AI opportunities requires examining entire ecosystems to understand which industries can be transformed and what value can be unlocked. This perspective comes as global competition intensifies in artificial intelligence development between major economic regions.