FDI & Investment Strategy
คนเวียดนามมอง 'ไทย' อย่างไร หลังการลงทุนของ NVIDIA?
Summary
In December the NVIDIA CEO visited both. Vietnam signed an AI research centre and an acquisition. Thailand had a meeting and some reminiscing.
The Vietnamese reading points to long-term groundwork — in technology, in education, and in policy.
The difference was not in the reception on the day. It was in what each country had put in place over the preceding years.
Key points
Investment follows people, not invitations
What decides it is whether the engineers are there, not how warm the welcome was.
Vietnam had been preparing for years
Sustained education and technology policy is what showed up on the day.
A personal connection is not readiness
An executive’s affection for a country does not convert into investment on its own.
The warning is in how others describe you
The thing worth reading is the outside view of where Thailand is now placed.