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Friday, 30 January 2026

3Before9

3 must-know AI stories before your 9am coffee

Who should pay attention

AI leaders, founders, enterprise decision-makers, and teams deploying AI across Asia.

What changes next

Regulatory expectations tighten, infrastructure buildout accelerates, and enterprise AI governance matures.

1

Chinese AI chipmaker Axera Semiconductor targets HK$2.96bn IPO

Chinese artificial intelligence chip designer Axera Semiconductor filed to raise HK$2.96 billion ($379 million) in a Hong Kong initial public offering, signalling strong investor appetite for domestic AI hardware suppliers.

Why it matters for Asia

more capital flowing into Asia-based AI silicon firms supports local supply chains, reduces reliance on external suppliers, and accelerates regional compute capacity.

2

Gartner warns of rising lock-in to regional AI stacks

Analyst group Gartner forecasts that by 2027, about 35 per cent of nations will be locked into region-specific AI platforms, as digital sovereignty, security, and cultural fit become priorities alongside performance.

Why it matters for Asia

regional lock-in signals a shift from global homogenous AI stacks to tailored ecosystems, influencing procurement, compliance, and localisation strategies across Asian markets.

3

India’s enterprises seek policy support for dedicated AI public infrastructure

India Inc is calling for government backing to build dedicated AI public infrastructure, hoping to boost cloud capacity, trusted AI, and large-scale skilling ahead of the 2026 Union Budget as AI’s economic impact grows.

Why it matters for Asia

aligning public infrastructure with enterprise needs can unlock broader digital transformation, scale startups, and attract investment into Asia’s AI economy.

That's today's 3-Before-9.

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Recent Editions

Tuesday

14 April 2026

1.Japan's major technology companies, including SoftBank, Honda, Sony, and NEC, have launched a joint venture to build a trillion-parameter AI for autonomous machines, ensuring all data remains within Japan.
2.Chinese embodied AI startup Spirit AI secured $420 million from prominent investors, including Lei Jun and Jack Ma, to develop humanoid robots and general-purpose robotics.
3.These investments signify a strategic pivot in Asian AI, with Japan prioritising data sovereignty for physical AI and China focusing on hardware and real-world embodied intelligence.

Monday

13 April 2026

1.Japan committed an additional $4 billion in subsidies to Rapidus, bringing total public backing to $16.3 billion to establish a domestic 2nm chip foundry.
2.The Stanford HAI 2026 AI Index reports the performance gap between top US and Chinese frontier AI models has narrowed to just 2.7 percent.
3.Hong Kong opens the 2026 World Internet Conference Asia-Pacific Summit with six AI governance sub-forums spanning agents, security, finance and health.

Sunday

12 April 2026

1.UK regulators including the Bank of England are urgently convening with financial firms to assess cybersecurity risks from Anthropic's Claude Mythos Preview, which can find software vulnerabilities faster than human experts.
2.Grab unveiled 13 AI-powered features at GrabX 2026, building an Intelligence Layer on 20 billion rides and orders to serve as Southeast Asia's first AI-native superapp.
3.India's Sarvam AI is closing a $350 million round at a $1.5 billion valuation, the largest ever for a pure-play Indian AI company, with backing from Nvidia, Amazon and Bessemer.

Saturday

11 April 2026

1.TSMC reported a record Q1 revenue increase of 35 per cent to NT$1.13 trillion, primarily driven by strong demand for advanced AI chips.
2.OpenAI, Anthropic, and Google are collaborating through the Frontier Model Forum to counter unauthorised AI model copying from Chinese firms.
3.Digital Realty is committing nearly S$7 billion to expand data centre capacity in Singapore, reinforcing the city-state as Asia-Pacific's critical AI infrastructure hub.

Thursday

9 April 2026

1.OpenAI, Anthropic, and Google are collaboratively sharing threat intelligence via the Frontier Model Forum to counter adversarial distillation by Chinese AI firms.
2.This coordinated defence operation targets firms like DeepSeek and Moonshot AI, potentially impacting enterprise buyers in Southeast Asia and informing AI governance frameworks in the region.
3.Meta has launched Muse Spark, a closed-source multimodal model from its Superintelligence Labs, featuring a "Contemplating" mode for complex reasoning.

Wednesday

8 April 2026

1.GITEX AI Asia, the region's largest technology conference, opened in Singapore, attracting significant investment and showcasing the city-state's role as a deep tech hub.
2.The World Bank revised East Asia's 2026 growth forecast downwards to 4.2%, while identifying AI-related exports and investment as a regional economic strength.
3.Microsoft committed $10 billion to Japan's AI infrastructure from 2026 to 2029, partnering with Sakura Internet and SoftBank to address the country's projected shortfall of 3.26 million AI workers by 2040.