Emerging Markets' AI Exposure Is Closer Than You Think

Chart  •  March 25, 2026

Is the AI opportunity really a U.S.-only story? The data says otherwise. Emerging markets — led by Taiwan, South Korea, and China — show AI exposure levels that rival developed markets, according to MSCI's AI scoring methodology.

Our weighted AI exposure scores, derived from company-level signals across the full AI value chain, tell a more global story than headlines suggest.

And it's not just tech. We see meaningful AI participation show up in consumer discretionary, industrials, and beyond. For investors tracking global AI exposure, MSCI indexes show that the opportunity extends well beyond U.S. borders.

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