Analysis
In-depth analysis of the forces shaping AI and technology in Asia.
The India-Japan AI Axis: A Democratic Tech Alliance Takes Shape
Tokyo and New Delhi's new AI pact pairs Japanese hardware with Indian scale and talent. Beneath the joint statement lies a bet on trusted, sovereign alternatives to US and Chinese systems.
Altman's 'New World Order': OpenAI Rewrites the Rules as Rivals Close In
As Anthropic overtakes it on revenue and ChatGPT's traffic slips, OpenAI is pushing a US-led global AI forum. It reads less like altruism than strategy.
Compute Goes to Orbit: The Race to Build AI Data Centers in Space
SpaceX's Starmind, plus orbital-compute ambitions from Google, SpaceX, and Blue Origin, signal a serious bet that the next AI data centers belong in space. The physics is unforgiving — and the case is more credible than it sounds.
140 Trillion Tokens a Day: Inside China's Bid to Redefine AI Leadership
Beijing has turned an engineering unit into an economic indicator. By measuring AI in tokens consumed rather than benchmarks won, China is reframing what it means to lead.
China's Memory Makers Come for Samsung and SK Hynix — With Capital, Talent and State Backing
Apple's flirtation with CXMT and YMTC is the clearest sign yet that Chinese DRAM and NAND are graduating from budget alternative to strategic threat, just as Korea bets $520 billion on defending its lead.
GLM-5.2 and the 'Mini DeepSeek Moment': How Close Is China, Really?
A cheap Chinese open model is catching up with Anthropic and OpenAI on their home turf. The gap is now measured in months and single-digit percentages — but adoption, not benchmarks, is the real battleground.
The AI Trade Went Global in H1 2026 — and Asia Is Carrying It
Korea, Taiwan and Japan powered the first half's market gains as the AI trade broadened beyond Silicon Valley. The question for H2: is Asia's leadership durable, or dangerously concentrated?
China Builds 85% of the World's Humanoids. Now Comes the Hard Part: Finding Buyers
Chinese factories can ship cheap humanoid robots at unprecedented scale — sorting mail, pouring coffee, working demo lines. But supply-side dominance is colliding with a demand problem no subsidy can fix.
Geneva Is the First Real Test of Whether the World Can Govern AI Together
A universal dialogue, a CEO-studded commission and a summit of 11,000 people converge in one week. What Geneva can actually deliver — and what it structurally cannot.
India's Cheap-Compute Gambit: 38,000 GPUs at a Third of Global Prices
While the US and China race on frontier capability, India is running a different experiment — making compute nearly free and betting that access, not scale, produces an AI ecosystem.
Open-Source AI Just Crossed Its Economic Tipping Point
Together AI's $1.15 billion bookings, GLM-5.2's benchmark parity and Meta's newest open weights point to the same conclusion: the cost structure of closed frontier models is under siege.
When the Regulator Becomes a Shareholder: What OpenAI's 5% Offer Really Means
Altman's Alaska-fund pitch is being read as generosity, desperation and genius all at once. The truth is simpler — frontier AI and the state are merging, and everyone is negotiating the terms.