

Navigating the AI Supercycle: NextGen Partners on the emerging AI landscape and the investment opportunity set
Join NextGen Partners, the investment manager of the AEF NextGen Fund, for a focused 45‑minute discussion on high‑conviction investment opportunities across the global AI landscape, with a particular emphasis on the Chinese AI ecosystem.
The AEF NextGen Fund was launched by Alibaba Entrepreneurs Fund and is managed by NextGen Partners. During the session, Kenny Ho, Partner at NextGen Partners, and Gary Leung, Director at NextGen Partners, will examine the evolving US–China AI dynamics, assess current market positioning within the broader AI supercycle, and identify the sectors and business models where they hold the highest conviction.
The session will also explore how the AEF NextGen Fund and NextGen Partners create differentiated portfolio value through proprietary sourcing, disciplined due diligence, and hands‑on post‑investment support.
*AEF NextGen Fund is launched by Alibaba Entrepreneurs Fund