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Three AI signals you should know before 9am
Technology executives | Supply chain managers | AI developers | Policy makers
The growing compute arms race will further drive GPU demand and data centre expansion in APAC. Subsequently, this will have implications on infrastructure, power policy, and sustainability debates.
The US just gave TSMC (and Samsung, SK Hynix) a new annual licence to keep importing US chipmaking tools into their China fabs.
Why it matters for Asia
this keeps mature-node supply steadier while export controls tighten, reducing near-term supply shock risk across Asia’s electronics and automotive supply chains.
ChatGPT change: Voice in the macOS desktop app is being retired on 15 January 2026
Why it matters for Asia
if you rely on Mac desktop voice workflows, you’ll need to shift to web, mobile, or Windows, and update any team enablement or personal workflows accordingly.
China’s Cybersecurity Law amendments are coming into force with explicit AI-related provisions.
Why it matters for Asia
formal AI governance language inside a core cybersecurity regime usually signals tighter expectations on AI deployment, oversight, and accountability for companies operating in or selling into China. ## Bonus signal (too big to ignore) xAI is scaling compute aggressively through new facilities to expand training capacity Why it matters for Asia: the compute arms race keeps pushing GPU demand, energy constraints, and data centre expansion across APAC, with knock-on effects for infrastructure, power policy, and sustainability debates. That’s your 3-Before-9. If one of these matters to your work today, it’s worth acting on before the inbox fills up. Got a signal we should be tracking? Send it through [here](https://www.aiinasia.com/contact) or [sign up](https://www.aiinasia.com/contact) for news alerts.
(too big to ignore) xAI is scaling compute aggressively through new facilities to expand training capacity Why it matters for Asia: the compute arms race keeps pushing GPU demand, energy constraints, and data centre expansion across APAC, with knock-on effects for infrastructure, power policy, and sustainability debates. That’s your 3-Before-9. If one of these matters to your work today, it’s worth acting on before the inbox fills up. Got a signal we should be tracking? Send it through [here](https://www.aiinasia.com/contact) or [sign up](https://www.aiinasia.com/contact) for news alerts.
That's today's 3-Before-9.
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