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    3 Before 9 - AI signals from Asia
    Friday, 20 February 2026

    3 Before 9

    Your essential AI intelligence briefing. Three signals that matter, delivered before your first cup of coffee.

    Quick Context

    Who should pay attention

    Investors | Tech companies | Governments | Business leaders

    What changes next

    Expect further AI infrastructure development and increasing AI integration across Asian industries.

    1

    Major tech investment pledges at India AI Impact Summit

    At the India AI Impact Summit in New Delhi, global and Indian companies announced large AI infrastructure and ecosystem investments, including commitments worth tens of billions of dollars in data centres, compute and AI platforms.

    Why it matters for Asia

    this level of investment signals confidence in India as a key node in the AI value chain and accelerates Asia’s capacity to build sovereign compute and infrastructure.

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    2

    Google and Sea deepen AI partnership for e-commerce and gaming

    Google and Southeast Asian tech group Sea Ltd have expanded their strategic collaboration to develop AI tools aimed at enhancing e-commerce, gaming and digital services, including agentic commerce prototypes and workflow solutions.

    Why it matters for Asia

    such partnerships leverage AI for product differentiation and digital inclusion across Southeast Asia’s leading consumer platforms.

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    3

    CEOs report AI as disruptor and growth driver in Asia firms

    A new survey of business leaders in Asia shows most executives expect AI to be a major factor in disruption and growth, with China seen as highly optimistic about AI’s potential while workforce impacts and governance remain top concerns.

    Why it matters for Asia

    executive expectations shape corporate strategy, hiring and capital allocation, and signal how Asia’s private sector is preparing for broad AI integration.

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