Artificial intelligence is reshaping industries around the world, but some of the most compelling investment opportunities may not be where investors expect. While much of the attention remains focused on the global technology giants, Australia is home to many of the businesses providing the critical infrastructure that underpins the AI revolution — from energy and copper to engineering, construction and data centres. In her latest Australian Financial Review article, Ten Cap Founder and Lead Portfolio Manager Jun Bei Liu explains why Australia may be one of the world’s most underappreciated AI investment opportunities.
