- BTW’s exclusive: Fa Zhang reveals that Poly Technologies prioritises deep tech innovation rather than rapid commercialisation in AI investments.
- BTW’s exclusive: The focus is on supporting startups with advanced technologies like AI-powered chips and intelligent thermal management.
OUR TAKE
Fa Zhang from Poly Technologies reveals that AI investment is now prioritising deep tech innovation over quick commercialisation. Startups with significant technological advancements, particularly in AI chips and thermal management, are the new focus, marking a strategic shift towards long-term growth in the AI sector.
–Jasmine Zhang, BTW reporter
What happened
In an exclusive interview with BTW, Fa Zhang, Partner at Poly Technologies, shared insights into the company’s investment philosophy, which prioritises deep tech innovation over rapid commercialisation. Zhang emphasised that Poly Technologies is keenly focused on AI startups that demonstrate substantial technological advancements, such as AI-powered chips and intelligent thermal management systems.
This strategic emphasis reflects a broader industry trend towards valuing fundamental technological breakthroughs that promise long-term impact rather than immediate market returns. Zhang’s perspective highlights a shift towards supporting deep tech innovations as a means to drive sustainable growth and transformation in the AI sector.
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Why it’s important
By focusing on deep tech, investors like Poly Technologies are aligning with the evolving needs of the AI sector. This emphasis on technological breakthroughs—rather than rushing to commercialise—reflects a more thoughtful, long-term strategy. AI sectors such as intelligent thermal management and AI-enhanced chips are where the future lies, and Zhang’s perspective shows that investors are increasingly prioritising these domains.
While this shift might slow down the speed to market for some startups, it could lead to more robust, sustainable growth in the AI industry. Zhang’s approach emphasises the importance of developing solid technological foundations before scaling commercially, setting a new benchmark for AI investments.