Panel at Bloomberg Invest Conference 2025, moderated by Bloomberg's Sonali Basak, with 3C's founder and CEO Esther Wong, and Connie Leung, Senior Director, Regional Industry Leader - Asia, Worldwide Financial Services, Microsoft,  discussing how they are investing to ensure the long-term continued growth of their businesses. 

At the Bloomberg Invest event, Esther joined a panel of fellow investors to talk about the future of AI investment. While a lot of folks were understandably focused on all sorts of AI applications, we've got a pretty clear take: the real breakthroughs – and where we think the best investments are – are actually happening down in the infrastructure layer of the AI stack.

Watch the video here.