Investors may be camping out for the blockbuster sharemarket debuts of American artificial intelligence giants OpenAI and Anthropic, but one local fund manager is already making good returns in a far lower profile part of the market: Chinese platform and large language model developers.
John So, the co-founder of Melbourne-based VP Capital, which has returned a tidy 15.2 per cent a year since 2018, outperforming the S&P/ASX All Ordinaries accumulation index by 6.1 percentage points, says other investors are missing out on good bets on the “Chinese AI tigers”.
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