How much, uh, really does this mean for Asia's growth cycle that you have such booming AI hard demand out of the US?

So the first thing that comes to mind is that in the first quarter of this year, Asia's exports of AI goods jumped 56% from a year ago, and that...

I think that's, that number just shows how big this whole AI trade has expanded, uh, in the past 12 months.

And the second thing is that within Asia, the trade of AI goods has also surged in the past couple of years.

Actually, it has doubled its value within just five years' time.

We mentioned, uh, of course the Taiwanese economy, Japan, uh, even Vietnam, Thailand, but what about India?

Well, good that you mention, um, India, Fred.

So India does not produce AI hardware like other Asian economies, but I think it has massive potential in becoming one of the biggest AI consumer in the world, and it's because for now India uses AI mostly in its IT sector.

How much, uh, really does this mean for Asia's growth cycle that you have such booming AI hard demand out of the US?

So the first thing that comes to mind is that in the first quarter of this year, Asia's exports of AI goods jumped 56% from a year ago, and that...

I think that's, that number just shows how big this whole AI trade has expanded, uh, in the past 12 months.

And the second thing is that within Asia, the trade of AI goods has also surged in the past couple of years.

Actually, it has doubled its value within just five years' time.

So I think-

What about India? We haven't really talked about India, because you mentioned Singapore and Malaysia, we mentioned, uh, of course the Taiwanese economy, Japan, uh, even Vietnam, Thailand, but what about India?

Well, good that you mention, um, India, Fred.