Artificial intelligence is entering a more infrastructure-driven phase, as companies at GITEX Asia 2026 highlighted growing constraints around compute, energy and hardware supply during the event's opening in Singapore

The 2026 National Trade Estimate (NTE) Report signals a new era of digital friction between the US and its closest Asian allies

Microsoft has unveiled back-to-back investments across Southeast Asia, committing US$5.5 billion to Singapore and more than US$1 billion to Thailand in a coordinated push to expand artificial intelligence (AI) and cloud infrastructure in the region

Taiwan inductor maker Tai-Tech has begun mass production at its Malaysia plant, targeting customers shifting supply chains away from China. The facility has secured a qualification from a US networking equipment provider, supporting new AI-related orders and expected volume growth from 2026