Kioxia -16%, SoftBank in retreat: the Asian AI complex prices a deleveraging
Deleveraging AI in Asia: Kioxia drops 16%, SoftBank slides. The repricing of AI risk begins to show in the prices.
18 h ago 9 10
Shanghai Forum: Xi Enlists AI in Regional Diplomacy with Bangkok and Phnom Penh
Xi Jinping engages in "AI diplomacy" with the Thai and Cambodian prime ministers. The Chinese techno-sovereignty package is becoming an instrument of influence in Southeast Asia.
18 h ago 11 10
Nvidia's tightening grip reaches Southeast Asia: the rerouting hub comes under suspicion
After targeted cuts and the whitelist, Southeast Asia discovers that being a GPU hub comes at a price.
Jul 15, 2026 at 10:14 9 6
Nvidia tightens the screws in Asia: whitelist compliance and targeted cuts against China rerouting
Nvidia imposes a whitelist of authorized buyers in Asia and halves the list of approved companies: Washington wants to close the rerouting path to China, Nvidia chooses self-audit rather than waiting for a new export rule.
Jul 14, 2026 at 15:44 10 8
Vision-based safety AI: safety on construction sites shifts from the helmet to the camera
An e27 article highlights the silent shift: AI vision replaces paper checklists on Southeast Asian construction sites. Low-margin segment, demonstrable ROI impact, adoption is taking off.
Jul 12, 2026 at 11:17 7 8
The AI electric wall: Mitsubishi $9 bn, SEA under pressure, and solid-state transformers as saviors
Four signals in the same week converge: concrete follows the models, the US grid falters, Southeast Asia chases its PPAs, and solid-state transformers become the inevitable hardware building block.
Jul 11, 2026 at 17:19 13 11
APAC's AI adoption gap: the proof-of-concept prison is real and getting worse
"Most enterprise AI in APAC is still stuck in the proof-of-concept room" - the headline is not new, but the pattern behind it has hardened. Weak execution, legacy systems, and unhelpful data are killing rollouts that budgets clearly want to happen.
Jul 11, 2026 at 11:42 13 6
Concrete follows the models: Mitsubishi Estate's $9 billion data-center bet meets SEA's power wall
Japan's largest developer commits $9bn to a data-center building spree, just as Southeast Asia's AI ambitions collide with a grid that can't keep up. The AI cycle's next phase is a real-estate and electricity story - and Asia is where it's playing out first.
Jul 11, 2026 at 11:41 10 8