ab 26 June 2025 Powered by YES UBS Evidence Lab Global Research AI Research We'd flag: 1. At the GPU level, Nvidia's dominance as the training and inference platform of choice was even more pronounced, with rising interest in Blackwell. Key alternatives were proprietary chips from AWS and Google, with adoption of AMD still muted. 2. Microsoft maintained its material lead for hosting AI workloads/GPUs, AWS held its ground in #2, the use of Oracle increased modestly to 10% and the "neo- Clouds" combined to ca ...

June 20, 2025 02:37 PM GMT Asia EM Equity Strategy | Asia Pacific Asia/EM 1Q25 Results, Second Cut – Another Strong Beat for Japan 1Q25 earnings showed strong performance but may have been distorted somewhat by corporate and consumer activity brought forward ahead of the early April tariff announcements. We saw a second consecutive strong quarter for Japan, while Korea, Singapore, Thailand, and UAE also had strong seasons. Moderate earnings beats for EM (+4.7%) and APxJ (+6.0%) – but solid beat for Japan (+ ...

May 5, 2025 09:00 PM GMT Asia EM Equity Strategy | Asia Pacific Flows & Positioning Guide In the week ended April 30, 2025, EM equity funds recorded outflows of US$1.2bn. In March, GEM long-only managers increased overweights in Brazil and Korea, reduced underweight in China, funded by adding to India underweight and cutting South Africa overweight. EM weekly flows – Outflows from region led by China but partially offset by India, Brazil, Korea and Taiwan: For the past week (ended April 30, 2025), EM equity ...