Huawei Cloud makes its "Agentic Infrastructure" available in Thailand and opens the beta of CodeArts Agent in the country. Chinese AI diplomacy (thread `china-ai-soft-power`) moves from discourse to product deployment.
2 h ago 7 7
Huawei announces CloudRobo at WAIC: an embodied AI platform that follows the SERES playbook (components + industrial soft power). The Chinese tiger of embodied AI takes the stage.
Jul 22, 2026 at 12:41 12 8
Pandaily reports China's compute power now ranks second globally, and AI servers have overtaken general-purpose servers for the first time. Five sub-sectors shape the next leg.
yesterday 7 9
The Okta Business at Work 2026 study highlights two clear indicators of enterprise adoption: Microsoft 365 Copilot is the broadest foundation, and Anthropic is the fastest-growing AI provider. Two parallel markets that coexist.
yesterday 8 8
Databricks remains more of a supplier than a direct rival to Microsoft - as Snowflake and OpenAI reshuffle the data platform deck.
Jul 24, 2026 at 09:33 8 9
A Nikkei Asia investigation, relayed by Futurism (22 July), aggregates the off-balance-sheet AI commitments of Alphabet, Microsoft, Amazon, Meta and Oracle: ~$1.65 trillion combined, versus $1.35T in reported debt. Meta alone accounts for ~$420B.
Jul 23, 2026 at 18:40 8 8
After the ABB of $1.75 billion yesterday, SoftBank is reportedly close to arranging $40 billion in debt for OpenAI. The credit stack tied to AI capex is growing - and so is the counterparty risk.
Jul 22, 2026 at 12:41 14 8
Deleveraging AI in Asia: Kioxia drops 16%, SoftBank slides. The repricing of AI risk begins to show in the prices.
Jul 17, 2026 at 09:21 20 10
Nikkei Asia documents the alignment of SoftBank, Sony, and Honda on a common Japanese AI stack, powered by Nvidia. After Toyota (Woven City), Fujitsu, and Yaskawa, the consumer trio completes the circle: Nvidia becomes the OS of the Japanese industry.
Jul 16, 2026 at 21:46 7 8
Microsoft is now openly pitching Copilot against OpenAI and Anthropic, per Tech in Asia (16 July 2026). After the Build 2026 orchestration layer, Redmond ends the wrapper era and prices its own model story as the differentiator.
Jul 16, 2026 at 08:46 28 9
Nvidia is partnering with Toyota's Woven City on physical AI hardware and software. The reason it matters: Woven City is not a demo - it's an actual populated test bed, and Nvidia just booked the seat next to the engineers.
Jul 16, 2026 at 08:46 21 9
A Microsoft confirmation, revealed in an FBI court case, describes a persistent machine identifier across reinstallations and without opt-out. The political surface is larger than the technical surface.
Jul 15, 2026 at 19:28 8 9
