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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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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

Tuesday

24 February 2026

  • 1.A Chinese AI startup reportedly trained its advanced model on Nvidia's most powerful chips, potentially breaching US export controls.
  • 2.Anthropic stated that three Chinese AI companies utilised its Claude model outputs to enhance their own AI systems through millions of interactions.
  • 3.Asian stock markets anticipate early declines due to fresh investor anxiety regarding AI's impact on corporate profitability.
Read edition

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.
Read edition

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.
Read edition

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.
Read edition

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.
Read edition