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Tuesday, 24 February 2026

3Before9

3 must-know AI stories before your 9am coffee

Who should pay attention

AI developers | Regulators | Investors | Geopolitics analysts

What changes next

Debate is likely to intensify regarding AI governance and export controls.

1

Chinese AI startup trained model on Nvidia’s most advanced chips despite U.S. export ban

Chinese AI startup DeepSeek’s upcoming AI model was trained using Nvidia’s most advanced AI chip (the Blackwell), potentially violating U.S. export control rules, a senior U.S. official said 4raising fresh policy and geopolitics questions over chip access and technology competition.

Why it matters for Asia

China’s access to advanced AI compute, even under export restrictions, underscores shifting dynamics in global AI infrastructure competition and could prompt tighter controls or new regulatory responses.^

2

Anthropic says Chinese AI companies used its Claude outputs to improve their own models

Anthropic revealed that three Chinese AI firms: DeepSeek, Moonshot and MiniMax, conducted millions of interactions using fake accounts on its Claude model to distill and improve their own AI systems, highlighting rising global tensions over model reuse, governance and IP control.

Why it matters for Asia

the dispute illustrates how AI development practices are intersecting with legal, ethical and national security concerns, a flashpoint for regulators and firms across Asia and the U.S. pushing for stronger export and training safeguards.^

3

Asian markets face pressure amid renewed AI-linked stock angst

Most Asian stock markets were set for early declines as fresh anxiety over artificial intelligence’s impact on corporate profits weighed on investor sentiment, with markets tracking weaker U.S. leads and tech sector uncertainty.

Why it matters for Asia

capital flow volatility tied to AI narratives, including concerns about cost structures, automation impact and regulatory responses, can swiftly affect funding conditions and valuations for Asia’s tech and innovation sectors.^

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Recent Editions

Monday

23 February 2026

1.Taiwan forecasts 7.7 per cent economic growth for 2026, primarily driven by robust demand for technology and AI-related products.
2.India is hosting a significant international AI summit in New Delhi to establish itself as a leader in global AI governance and attract investment.
3.A report indicates that Southeast Asian youth and institutions are eager to adopt AI but lack clear policy guidance and governance frameworks.

Friday

20 February 2026

1.Global and Indian companies are investing tens of billions of dollars in AI infrastructure in India.
2.Google and Sea Ltd are expanding their partnership to develop AI tools for e-commerce, gaming, and digital services in Southeast Asia.
3.An Asia-based survey reveals that most business leaders view AI as a significant disruptor and growth driver, with concerns regarding workforce impact and governance.

Thursday

19 February 2026

1.The India AI Impact Summit 2026 commenced in New Delhi, focusing on collaboration, investment, workforce transformation, and policy frameworks for responsible AI.
2.Asian stock markets rose despite ongoing concerns about AI's economic effects, showcasing resilient investor sentiment amidst volatility.
3.Singapore will establish a National AI Council, chaired by the prime minister, to guide AI strategy across key sectors as part of Budget 2026.

Thursday

12 February 2026

1.Singapore is establishing a National AI Council to develop its AI strategy and ensure beneficial outcomes.
2.A report highlights that Southeast Asian nations are keen on AI but lack clear guidance and governance expertise.
3.The US is funding AI and maritime technology at APEC meetings to bolster its regional influence amidst competition.

Thursday

12 February 2026

1.Foreign investors withdrew US$9.8 billion from Asian stock markets in early February due to concerns about AI-related capital expenditure.
2.Singapore's economy grew by 6.9 per cent in Q4 2025, exceeding expectations, driven by strong electronics and manufacturing performance linked to AI demand.
3.Singapore will invest over S$1 billion in public AI research by 2030 to bolster responsible AI development, research capabilities, and talent acquisition.

Tuesday

10 February 2026

1.South Korean AI entertainment startup Wrtn plans US expansion and an IPO by 2028 after strong revenue growth in Asia.
2.A Visa survey reveals 74% of Asia-Pacific consumers use AI for shopping, yet trust and transparency at checkout remain significant concerns.
3.The Asia AI Infrastructure Malaysia Summit 2026 will convene leaders to advance regional AI infrastructure, focusing on cloud, data centres, and sustainable compute.