Specialist Sales APAC Specialist Sales 31 July 2026 J P M O R G A N {[{eOz3MalcBAK3n-2VoncwRIwQ9uC3DTKOCmhp7jaPcdSg8_FkPJ6FatXduNDe7wjtrSA0VsaV4xXYNw0RIA7GEebN1Zub9vwOxATeqzbZ}]} JPM | APAC THEMATICS - Hyperscalers = Hypergrowth. 3x reasons to Buy… booming backlogs, positive jaws & attractive valuations. Matthew See +852 2800 8889 matthew.see@jpmorgan.com APAC Thematics focuses on key macro views, market debates, and favoured investment themes. AI capex to monetization. For anyone who doubts hyperscaler mon ...