Cloud
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.
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.
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.
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
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.
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.
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.
Alibaba market value falls below $255b as stock slumps
The drop pushed Alibaba’s market value below HK$2 trillion (US$255 billion).
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?
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?



