One of the top-performing fund managers in emerging markets just dropped an interesting take: these asset classes can actually ride the AI wave too. While everyone's laser-focused on tech stocks and developed markets for AI exposure, he's making the case that emerging markets offer their own angle into this narrative. Think about it - the infrastructure buildout, the data centers, the energy demands that AI requires... emerging economies are positioning themselves as key players in this supply chain. Not every AI play has to be a Silicon Valley ticker. Sometimes the best opportunities hide where most investors aren't looking. Worth considering if you're trying to diversify your AI exposure beyond the usual suspects.