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AI in Asia
3 Before 9: April 10, 2026
3 Before 9

3 Before 9: April 10, 2026

3 daily AI stories and 1 bold opinion before your 9am kopi

Listen to today's 3 Before 9

Who should pay attention

AI developers | Enterprise AI buyers | Regulators | Chinese AI firms | Meta

What changes next

Debate is likely to intensify regarding cross-border intellectual property enforcement and its implications for AI development.

1

OpenAI, Anthropic and Google Unite to Fight AI Model Copying in China

OpenAI, Anthropic and Google have begun sharing threat intelligence through the Frontier Model Forum to detect and block adversarial distillation attempts by Chinese AI firms. The rare collaboration targets DeepSeek, Moonshot AI and MiniMax, which US labs accuse of systematically querying frontier models to extract capabilities and replicate them at lower cost. Anthropic alone documented 16 million unauthorised exchanges from the three named firms. The sharing mechanism mirrors how cybersecurity companies swap attack signatures - when one lab spots a pattern, it flags it for the others. US officials estimate adversarial distillation costs American AI labs billions annually.

Why it matters for Asia

This is the first coordinated defensive operation between all three frontier labs, and it lands squarely on Asia's doorstep. For enterprise buyers across Southeast Asia who rely on APIs from these providers, the crackdown could tighten access controls and usage monitoring, while Chinese-built alternatives that benefited from distillation may face capability gaps. Policymakers in Singapore, Japan and South Korea - all of whom are drafting AI governance frameworks - now have a live case study in cross-border IP enforcement to factor into their rules.^

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2

Meta Debuts Muse Spark in Closed-Source Pivot Under Alexandr Wang

Meta released Muse Spark, the first model from its Superintelligence Labs unit led by former Scale AI chief Alexandr Wang, who joined the company last year as part of a $14.3 billion deal. The multimodal model accepts voice, text and image inputs and features a "Contemplating" mode that deploys a squad of AI agents to reason in parallel on complex queries. In a notable strategic shift, Muse Spark is closed-source - a reversal of Meta's longstanding open-weight approach that powered its Llama series. The company says it hopes to open-source future versions but offered no timeline.

Why it matters for Asia

Meta's open-source Llama models became the default foundation for hundreds of Asian startups, government research labs and enterprises building localised AI applications. The pivot to closed-source raises immediate questions for developers across the region who built products on the assumption that Meta's frontier models would remain freely available. Asian AI companies from Tokyo to Jakarta now face a choice between locking into Meta's new API-driven ecosystem or doubling down on alternatives such as Alibaba's Qwen and homegrown open-weight projects.^

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3

GITEX AI Asia Opens in Singapore as Region's AI Spending Heads for $78 Billion

GITEX AI Asia 2026 opened at Marina Bay Sands on Wednesday with more than 550 enterprises and startups, 250 investors managing $350 billion, and delegates from over 110 countries. The event's dominant theme was the shift from model development to infrastructure deployment, with speakers highlighting growing constraints around compute, energy and hardware supply. IDC forecasts regional AI spending will reach $78 billion this year, with Singapore, Malaysia and Indonesia now hosting data centre clusters expected to account for 40 per cent of global capacity by 2030.

Why it matters for Asia

The numbers confirm that Asia-Pacific has moved past the experimentation phase into full-scale AI infrastructure buildout. For enterprise buyers evaluating cloud and compute providers, the concentration of data centre investment in Southeast Asia is creating a regional hyperscale corridor that could reshape procurement decisions and latency calculations. The $78 billion spending figure also signals to governments across ASEAN that the window for setting coherent AI industrial policy is narrowing fast - the infrastructure is being locked in now.^

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That's today's 3 Before 9.

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Wednesday

29 April 2026

  • 1. Goldman Sachs cuts its Hong Kong bankers off from Anthropic's Claude after a stricter contract review.
  • 2. Tencent Cloud launches ClawPro Private Cloud and a full enterprise agent stack at its Chongqing summit.
  • 3. Google breaks ground on a $15 billion gigawatt-scale AI hub in Visakhapatnam, India.
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Wednesday

29 April 2026

  • 1. China formally vetoed Meta's $2 billion acquisition of Singapore-based AI startup Manus and demanded the deal be unwound.
  • 2. Samsung SDI is in final talks with Amazon for a $700 million-plus battery supply deal to power AWS AI data centres.
  • 3. RHB research finds Malaysia is winning a structural shift in global data centre investment away from higher-risk regions.
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Monday

27 April 2026

  • 1. Google and South Korea sign an MoU to launch DeepMind's first global AI campus inside Seoul, with at least 10 US-based researchers being deployed to work with KAIST, SNU and the country's AI Bio Innovation Hubs.
  • 2. OpenAI is reportedly co-developing a custom AI smartphone processor with Qualcomm and MediaTek, with Luxshare as exclusive system designer and 300-400 million annual units targeted for 2028.
  • 3. Samsung's 18-day strike vote from 21 May to 7 June could remove up to 4 per cent of global DRAM output, hitting the Pyeongtaek and Hwaseong fabs feeding Nvidia's Vera Rubin HBM4 ramp.
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Sunday

26 April 2026

  • 1. Sony AI's Project Ace becomes the first robot to beat elite and pro table tennis players, published on the cover of Nature.
  • 2. Geely, AFARI Technology and CaoCao Mobility debut China's first purpose-built robotaxi - the EVA Cab - at Auto China 2026, with commercial launch slated for 2027.
  • 3. Taiwan and South Korea leapfrog the UK in global equity rankings as the AI chip rally lifts TSMC, Samsung and SK Hynix to structurally larger weight.
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Sunday

26 April 2026

  • 1. Sarvam AI is closing a $300-350M Series B at a $1.5B valuation led by Bessemer with Nvidia, Amazon and HCLTech, India's first major sovereign-AI unicorn round.
  • 2. Tencent launched Hy3 Preview, a 295B-parameter MoE model, and swapped DeepSeek out of its Yuanbao chatbot in favour of the new in-house technology.
  • 3. Nissan committed to fitting AI-driven Level 2-plus hands-free driving from UK startup Wayve into 90 per cent of its future vehicle line-up.
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Friday

24 April 2026

  • 1. DeepSeek launches V4-Pro and V4-Flash with a 1-million-token context window, running on Huawei's new Ascend 950 supernode clusters and priced at roughly a tenth of OpenAI's output-token rate.
  • 2. SoftBank is seeking a $10 billion two-year margin loan collateralised by its OpenAI stake, pushing its total commitment to the ChatGPT maker to about $64.6 billion.
  • 3. TSMC unveiled A13, a 1.3nm-class shrink of A14 aimed at AI accelerators, with production slated for 2029 alongside a 1.2nm A12 variant, while A16 slips to 2027.
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