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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

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Nvidia](https://www.amazon.sg/s?k=nvidia+gpu&tag=aiinasia-22) 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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Tuesday

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  • 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.
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  • 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.
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  • 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.
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Sunday

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  • 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.
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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.
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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.
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Wednesday

1 April 2026

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

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