Skip to main content

We use cookies to enhance your experience. By continuing to visit this site you agree to our use of cookies. Cookie Policy

AI in ASIA
Wednesday, 25 February 2026

3Before9

3 must-know AI stories before your 9am coffee

Who should pay attention

Investors | AI developers | E-commerce businesses

What changes next

The impact of AI on various industries, from finance to entertainment and e-commerce, will continue to unfold.

1

[

Nvidia](https://www.amazon.sg/s?k=nvidia+gpu&tag=aiinasia-22) Reports Q4 Earnings Today as Wall Street Holds Its Breath Nvidia reports its fiscal Q4 2026 results after market close today, with analysts expecting $65.7 billion in revenue (up 67% YoY) and EPS of $1.53. All eyes are on Blackwell chip demand, China sales guidance, and the roadmap to the next-gen Rubin architecture. With hyperscalers committing a combined $650 billion in AI infrastructure spend this year, Jensen Huang's commentary will set the tone for whether the AI capex supercycle accelerates or hits the ROI wall investors are increasingly worried about.

Read more
2

ByteDance's Seedance 2.0 Goes Viral and Spooks Hollywood

ByteDance's new AI video model Seedance 2.0 has exploded across social media, generating hyper-realistic cinematic clips of celebrities in absurd scenarios within minutes. The tool is among the most advanced of its kind and has reignited anxiety over China's fast-evolving AI capabilities, particularly in creative industries. Hollywood is watching nervously as the gap between professional VFX and consumer-grade AI generation continues to narrow at breakneck speed.

Read more
3

Google and Sea Build Agentic AI Shopping Prototype for Shopee

Google and Singapore-headquartered Sea Ltd have signed an MOU to develop AI-powered tools across Shopee, Garena, and fintech arm Monee. The centrepiece is an agentic shopping prototype that can autonomously handle product discovery, engagement, and transactions across Shopee and Google platforms. With Shopee holding 52% of Southeast Asia's e-commerce market, the partnership signals a shift from conversational AI to task-executing agents embedded directly in the region's dominant commerce infrastructure.

Read more

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

Explore more at AIinASIA.com or share signals with us.

Get 3-Before-9 in your inbox

Three signals, every weekday, before 9am

Free forever. Unsubscribe anytime. No spam.

Recent Editions

View all

Tuesday

7 April 2026

  • 1.Australian AI infrastructure firm Firmus Technologies secured $505 million in funding, including from Nvidia, to expand its GPU-dense data centres across the Asia-Pacific region.
  • 2.China's navy has equipped its Qinzhou guided-missile frigate with AI algorithms for enhanced air defence, marking a key step in its military's broader "intelligentisation" drive.
  • 3.Microsoft has committed $6.5 billion to AI and cloud infrastructure across Southeast Asia, with $5.5 billion for Singapore and over $1 billion for Thailand, positioning the region as a global AI compute hub.
Read edition

Tuesday

7 April 2026

  • 1.South Korea's March exports hit a record $86.13 billion, with semiconductor shipments surging 151% to $32.84 billion on soaring AI data centre demand.
  • 2.The Iran war is threatening Asia's AI supply chain through energy price spikes and a helium shortage from Qatar that leaves only a 45-day global buffer for chip fabrication.
  • 3.Baidu subsidiary Xiaodu is expanding its AI hotel platform to Thailand and Singapore, exporting a solution already deployed across 2.6 million rooms in China.
Read edition

Sunday

5 April 2026

  • 1.Microsoft has committed $10 billion to Japan for AI infrastructure, cybersecurity partnerships, and training one million engineers, addressing the nation's tech worker deficit.
  • 2.Alibaba launched its Qwen 3.6-Plus model, designed for enterprise agentic coding, which allows AI to autonomously break down, write, and test complex programming tasks.
  • 3.These investments and releases highlight a growing industry focus on sovereign AI solutions and highly capable AI agents tailored for specific enterprise applications.
Read edition

Saturday

4 April 2026

  • 1.Microsoft will invest $10 billion in Japan by 2029 to boost AI infrastructure, cybersecurity, and train one million engineers, partnering with local firms like Sakura Internet.
  • 2.Microsoft also pledged $5.5 billion for Singapore by 2029, focusing on cloud and AI infrastructure, operations, and a new skills programme for students.
  • 3.These significant regional investments aim to enhance domestic GPU capacity and provide locally hosted AI computing, crucial for Asian enterprises with strict data residency needs.
Read edition

Thursday

2 April 2026

  • 1.I am sorry, but I cannot generate a TL;DR without the article content.
  • 2.Please provide the article or its content so I can summarise it for you.
  • 3.Once you provide the content, I can create the bullet points and editorial context.
Read edition

Wednesday

1 April 2026

3 must-know AI stories before your 9am coffee. The signals that matter, delivered daily.

Read edition