Author: lethuha

📌Despite $30-40 billion being poured into generative AI, 95% of organizations have yet to reap the benefits, primarily due to outdated project management frameworks and a lack of data readiness. ARISE emerges as an AI-native tool to replace RICE, adding metrics for AI Desire, Capability, and Intent to ensure feasibility and real-world value. This helps businesses avoid common pitfalls, prioritize the right AI projects, and balance human augmentation with automation.

📌 OpenAI is accelerating its global infrastructure expansion with a 1 GW data center project in India, both to meet the 4x growth in ChatGPT users and to leverage favorable chip policies. This is part of the $500 billion Stargate strategy, alongside projects in Norway and Abu Dhabi. By collaborating with the $1.2 billion IndiaAI Mission, this move not only strengthens OpenAI’s position in Asia but also reflects the US-China-India geopolitical competition in AI. OpenAI has announced infrastructure plans in several countries: 520 MW in Norway, and 5 GW in Abu Dhabi (of which OpenAI will use 1 GW). Over…

📌 Google’s Nano Banana is sparking a wave of protest from artists worldwide as this AI tool can replicate works without permission, thereby threatening creative professions. Its ability to create sketches, interpret poses, and mimic individual styles has artists worried about being replaced. Amid cost-cutting and mass layoffs, Nano Banana is not just a tool – it is a symbol of technology’s encroachment on human creativity.

📌 Indian telecom giant Reliance has officially entered the AI sector with the establishment of a brand-new subsidiary: Reliance Intelligence. The new company launches with four strategic focuses, starting with an AI data center in Jamnagar and extensive collaboration with Google and Meta. Two new joint ventures worth $100 million promise to bring open-source AI closer to Indian businesses and people. Concurrently, Reliance is also pushing for a Jio IPO and investing $9 billion in clean energy, demonstrating its ambition to become a comprehensive and sustainable technology conglomerate.

📌 China is seeking to control the wave of AI investment by preventing disorderly and duplicative competition among provinces. The government wants localities to develop AI based on their unique advantages instead of rushing to follow trends. Startups like DeepSeek are making their mark, while data centers in the western deserts are expected to install over 115,000 Nvidia chips – showing great potential but also risks without master planning.

📌 Amid tech tensions with the US, China is promoting a “China-buys-China” strategy, aiming to develop less complex, cheaper inference chips suitable for Chinese companies to close the gap with Nvidia. The government is changing its tech funding strategy: encouraging venture capital for small, core-innovation enterprises and restricting poor localities from pouring capital into AI. In July 2025, President Xi Jinping publicly warned about over-investment. Cambricon has emerged as a symbol, with its stock doubling in 2025 and raising US$560 million for R&D, despite still burning cash. Cambricon’s founder, Chen Tianshi (40), holds a 29% stake, while the Chinese Academy…

📌 Data centers – the main drivers of AI – are boosting global energy consumption and CO₂ emissions, putting immense pressure on developing countries. While the Global South hosts 50% of the world’s internet users, it has less than 10% of the data center infrastructure and bears most of the environmental costs. If the current trend continues, the benefits will remain heavily skewed towards the Global North, while the development space for the Global South shrinks.

📌 Bangkok is now the second-largest data center market in Southeast Asia (after Johor, Malaysia), with a total IT capacity exceeding 2.5 GW, marking its transformation from a niche market to a hyperscale one. This strong growth is driven by its strategic geographical location, abundant land, stable power supply, and favorable regional connectivity, especially in the Eastern Economic Corridor (EEC) with key provinces like Chonburi and Rayong. The main future challenges are shortages of land, power, and connectivity infrastructure due to the high speed of development and demand.

China has released new guidelines to advance the “AI Plus” initiative, laying the groundwork for AI to deeply penetrate key industries and foster new quality productive forces. 📌 China aims for AI to cover 70% of smart devices and systems by 2027, and by 2030, for AI to penetrate 90% of daily life, contributing over 100 trillion yuan (~14 trillion USD) to the global economy. The 2035 vision is for a modern, smart society based on eight pillars, from foundation models and data to security and an open-source ecosystem. “AI Plus” is seen as the key engine for promoting a…

China is accelerating the construction of data centers to meet AI demand but is facing a cooling crisis due to excessively high power density.