Nasdaq Record Shows AI Winners and Disrupted Sectors Diverging
A record Nasdaq close masked sharp divergence between AI infrastructure winners and consumer platforms facing disruption from autonomous personal agents.
Trusted Insights. Asian Perspective.
A record Nasdaq close masked sharp divergence between AI infrastructure winners and consumer platforms facing disruption from autonomous personal agents.
Anthropic and OpenEvidence are extending free clinical decision support to about 100 countries, pairing frontier AI with locally adapted medical evidence.
OpenAI’s GPT-6 Sol and Luna bring advanced capabilities to lower-cost tiers, expanding enterprise use cases while intensifying model-platform competition.
Meta’s retreat from human-assisted Muse calls highlights the tension between reliable AI execution, user consent and the economics of autonomous agents.
Washington’s rejection of international AI oversight is deepening regulatory fragmentation and reshaping compliance and investment decisions across Asia.
Sum Technology will acquire 51% of INI Technologies for RM2 million, broadening its engineering portfolio into security, analytics and automation.
A coalition of 60 organisations has set a five-year goal to make artificial-intelligence tools useful in the languages and voices of an estimated 3.4 billion people currently underserved by mainstream models. Announced in New York on 21 September, the initiative brings together technology developers, researchers, governments and civil-society groups. It is a target for access, not a count of people already served.
Google has opened pre-orders for a new family of AI-focused Googlebook laptops starting at US$899, placing its Gemini software at the centre of a premium computer proposition. The launch involves models from Acer, ASUS, Dell, HP and Lenovo. For investors, the question is whether integrated AI functions can lift demand and pricing in a PC market where hardware specifications alone are increasingly easy to compare.
U Mobile and ZTE have completed a proof-of-concept for a portable, off-grid 5G site powered by green energy in rural Sarawak. The demonstration at SK Mentu in Sebuyau was presented as a way to extend 4G and 5G coverage to underserved communities. It is an operational trial, not evidence that a nationwide rollout has been funded or that every remote site can be served at the same cost.
Alibaba has set out an ambitious expansion across artificial-intelligence models, processors and data centres, with chief executive Eddie Wu outlining plans to train a model containing five trillion to 10 trillion parameters. The company also unveiled its Zhenwu V900 AI chip and set a goal for global cloud data-centre capacity to exceed 20 gigawatts by 2032. The scale is striking, but the investor question is whether deployment and revenue can keep pace with the capital required.