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AI in ASIA
Thursday, 26 February 2026

3Before9

3 must-know AI stories before your 9am coffee

Who should pay attention

Investors | AI hardware suppliers | Creative industries | E-commerce platforms

What changes next

Debate regarding AI-generated content and copyright is likely to intensify.

1

Nvidia Reports Q4 Earnings As Wall Street Holds Its Breath

Nvidia posted Q4 FY2026 revenue of $68.1 billion, up 73% year-on-year, with Data Center pulling in $62.3 billion. CEO Jensen Huang declared "the agentic AI inflection point has arrived" and guided Q1 revenue to $78 billion, well above analyst expectations. Shares rose in after-hours trading.

Why it matters for Asia

bullish guidance from the core supplier of AI hardware signals that infrastructure investment shows no signs of slowing, with hyperscalers committing a combined $650 billion in AI spend this year - directly relevant to data centre buildout across Asia.

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2

ByteDance's Seedance 2.0 Goes Viral and Spooks Hollywood

ByteDance's new AI video model has exploded across social media, generating hyper-realistic cinematic clips of celebrities in absurd scenarios within minutes. Disney issued a cease and desist, Paramount called it "blatant infringement," and the Motion Picture Association denounced it. ByteDance has since pledged to address IP concerns.

Why it matters for Asia

Seedance 2.0 is among the most advanced tools of its kind and has reignited anxiety over China's fast-evolving AI capabilities, particularly in creative industries, as the gap between professional VFX and consumer-grade AI generation continues to narrow at breakneck speed.

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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 designed to autonomously handle product discovery, engagement and transactions across Shopee and Google platforms.

Why it matters for Asia

with Shopee holding 52% of Southeast Asia's e-commerce market, the partnership signals a shift from conversational AI to task-handling agents embedded directly in the region's dominant commerce infrastructure.

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Recent Editions

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Thursday

5 March 2026

  • 1.Apple launched the MacBook Neo, a new budget-friendly laptop priced from $599, featuring the A18 Pro chip and a 13-inch Liquid Retina display.
  • 2.OpenAI released GPT-5.3 Instant, an updated ChatGPT model designed to be less preachy, with reduced moralising and fewer conversational preambles.
  • 3.This update also reportedly decreased hallucinations by 26.8% when utilising web search, suggesting an improvement in model accuracy and user experience.
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Wednesday

4 March 2026

  • 1.Anthropic's refusal to allow military use of its AI led to a US government ban, prompting industry-wide calls for ethical AI limits and boosting consumer support for Claude.
  • 2.Apple is launching its most affordable Mac to date, powered by an A18 Pro chip, targeting students and emerging markets with a competitive price point and colourful designs.
  • 3.NVIDIA invested $4 billion in photonics companies Lumentum and Coherent, securing critical supply for its next-generation data centre interconnects.
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Tuesday

3 March 2026

  • 1.Claude experienced a significant global outage yesterday, affecting various services including its app, Code, console, and government platforms.
  • 2.Anthropic attributed the outage to "unprecedented demand" and confirmed that while the core enterprise API was mostly stable, some methods malfunctioned.
  • 3.This incident highlights the critical need for enterprise AI buyers to implement robust failover strategies and consider multi-provider fallbacks to mitigate supply-side reliability risks.
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Monday

2 March 2026

  • 1.Vietnam has implemented a new AI Act, becoming the first Southeast Asian nation with a comprehensive regulatory framework for artificial intelligence.
  • 2.The legislation, closely mirroring the EU AI Act, mandates human oversight for generative AI, requires deepfake labelling, and supports national AI infrastructure development.
  • 3.Businesses operating in Vietnam must now comply with these new legal obligations, setting a potential precedent for other ASEAN countries to follow.
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Friday

27 February 2026

  • 1.Anthropic has refused the Pentagon's ultimatum to remove AI safeguards, citing concerns over autonomous weapons and mass surveillance.
  • 2.The Pentagon threatens to use the Defense Production Act or blacklist Anthropic, while xAI has agreed to the government's terms.
  • 3.Samsung unveiled the Galaxy S26, promoted as the first agentic AI smartphone, integrating three AI engines for autonomous multi-step task execution.
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Wednesday

25 February 2026

  • 1.Nvidia reports Q4 earnings today with high anticipation around Blackwell chip demand, China sales, and the next-gen Rubin architecture amidst significant AI infrastructure spending.
  • 2.ByteDance's new AI video model, Seedance 2.0, is generating hyper-realistic celebrity clips, causing anxiety in Hollywood regarding China's rapid AI advancements in creative fields.
  • 3.Google and Sea are partnering to develop an agentic AI shopping prototype for Shopee, aiming to automate product discovery and transactions across their platforms in Southeast Asia.
Read edition