Cloud

SMEs want AI too, but not the kind Big Tech is selling
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SMEs want AI too, but not the kind Big Tech is selling

Big Tech’s AI tools were built for enterprises, but SMEs want AI that’s cheaper, simpler, and predictable – creating an opening for tailored solutions.
Pranav Balakrishnan · · 8 min read
ByteDance has a billion-yuan wedge, but is it a cloud strategy?
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ByteDance has a billion-yuan wedge, but is it a cloud strategy?

ByteDance’s video generation model is winning enterprise customers. Whether that turns into real cloud revenue is a different question.
Glenn Kaonang · · 6 min read
True IDC seeks $2b loan for Thailand data center
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True IDC seeks $2b loan for Thailand data center

True IDC recently launched Thailand’s first AI-focused hyperscale data center with over 20 MW capacity.
Aiko Gao Ishida · · 1 min read
Keeping AI agents running in the business chat
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Keeping AI agents running in the business chat

As SMBs run more of their operations through WhatsApp and Telegram, Hostinger’s infrastructure helps keep AI agents accessible, connected, and always
Lilian Tang · · 7 min read
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This startup is getting enterprise data ready for the AI agent era

VeloDB helps enterprises unify real-time multimodal data, search, and AI retrieval in one platform.
Lilian Tang · · 6 min read
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Microsoft consortium to build India-SEA subsea cable

Lightstorm said the new network is expected to increase the number of AI and cloud zones it connects across India to 29 from 19.
Aiko Gao Ishida · · 1 min read
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The real money in AI isn’t in the models

As AI models commoditize, the reliable money is moving to the infrastructure layer that serves them – a growing market valued at US$118 billion.
Kyle Qi · · 5 min read
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Alibaba market value falls below $255b as stock slumps

The drop pushed Alibaba’s market value below HK$2 trillion (US$255 billion).
Diya Lal · · 1 min read
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The global hunt for AI compute has SEA in its crosshairs

A global compute shortage means more companies are searching for GPUs in Southeast Asia. But does that mean local SMEs could get priced out?
Scott Shuey · · 5 min read

Simular bets on flat-fee AI agents over billing per token

An AI that keeps working after you close your laptop sounds useful, but can Simular make it cheap enough to matter outside the US?
Glenn Kaonang · · 5 min read