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Compute is king in the AI era, says Neuberger fund manager

Kwan Wei Kevin Tan
Kwan Wei Kevin Tan • 9 min read
Compute is king in the AI era, says Neuberger fund manager
Neuberger's Yan Taw Boon owns a black leather jacket signed by Nvidia CEO Jensen Huang (pictured right). Photos: Albert Chua/The Edge Singapore
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After rising to rock-star status in the tech industry, Nvidia founder and CEO Jensen Huang has grown accustomed to being mobbed by adoring fans and signing autographs — including on the leather jacket of Yan Taw Boon at Taipei’s annual Computex trade show earlier this month.

Boon said he consulted his AI agent on the best way to obtain Huang’s signature. The agent suggested making the request in Huang’s native tongue, Taiwanese Hokkien: Bāng góa chiam-miâ (“Please sign your name for me”). The thoughtful gesture worked for the Malaysian.

But Boon is more than just an enthusiastic fan. As co-manager of the Neuberger Berman Next Generation Connectivity Fund, he counts Nvidia as the fund’s top equity position. The 1Q2026 fact sheet shows Nvidia accounted for 5.54% of the fund’s weight.

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