Policy desk

Compute capacity in Germany will expand significantly by 2030, giving companies deploying AI training or inference in Germany more local compute supply

Companies publishing content to the Indonesian market will need to label AI-generated content once the rules take effect

SMEs and developers in Malaysia can access lower-cost compute via NACX, reducing AI R&D and deployment spend

Models exceeding 2T parameters or 10^26 FLOPS training compute will require export approval, and public open-source releases could be restricted — release strategies must be re-evaluated

Transfers of AI technology, models or related technical materials abroad (including to ASEAN) will require prior export licences, raising deal timelines and compliance costs

Export of model weights, source code, and training methods above the 10^26 FLOPs or 2 trillion parameter thresholds will require approval before release, delaying or blocking cross-border collaborations

Cross-border export or transfer of AI, biopharma or solar technology will require approval, so companies must plan licensing ahead

Chinese companies transferring AI models, algorithms or related technology abroad will face new export licensing requirements.

Power supply constraints for AI data centres and related operations in Thailand are set to ease, but site selection and expansion plans should track final policy details

Provides AI startups with up to 3x matching venture capital funds

Provides local talent support for semiconductor and AI companies, reducing talent acquisition costs

Obligations: Data center operators must increase community participation in project approvals and cannot use confidentiality agreements. They must also comply with stricter environmental and energy efficiency standards. • Opportunities: Data centers investing in clean energy may receive priority for grid access. • Deadlines: The framework includes immediate administrative measures and proposed legislation for the 2027 state legislature.

Companies must ensure that the outputs from their AI systems are reviewed manually to comply with the government's suggestion. • Companies can leverage AI for efficiency improvements but must establish a manual review process. • Companies need to develop internal processes to address this suggestion.

Obligations: EU member states and AI developers may face increased scrutiny and potential new regulations to ensure AI development is slowed and its impacts are properly assessed.

Companies need to assess potential tax obligations for their automation projects.

Obligations: US AI companies may face increased scrutiny and potential regulatory constraints on their development speed.

Companies in Indonesia are required to participate or invest in national AI digital infrastructure projects to align with national strategic needs

Open-weight LLMs in recruitment show significant gender and racial biases, potentially violating compliance requirements under regulations like the EU AI Act.

Obligations: Companies operating in South Korea must comply with the government's directive to accelerate AI research and applications, while strengthening risk prevention measures for deepfakes, cyberattacks, and privacy. • Opportunities: South Korea's continued push for AI development presents opportunities for companies to participate in AI research, development, and application projects, especially in the semiconductor and hardware sectors. • Deadlines: The government plans to soon announce the next phase of its autonomous AI foundational model plan, creating a timeline for companies to prepare for potential new regulations or funding opportunities.

EU member states will form an alliance to ensure AI supply chain security, increasing compliance costs and collaboration opportunities.

OpenAI will adjust its R&D strategy to prioritize safety assessments, potentially slowing down the iteration of frontier technologies.

Obligations: Frontier AI developers must comply with consistent safety requirements under a federal framework and undergo independent audits. • Opportunities: Establishing unified safety standards and collaborative frameworks can enhance the safety of AI development and boost industry confidence. • Deadlines: The call for immediate action is made, but specific regulations and frameworks have not yet been issued.

Companies must master their proprietary tacit knowledge to build continuous learning loops and reduce reliance on single model vendors.

Companies must ensure their AI research aligns with the principles of human control and benefit for humanity, avoiding pursuits of meaningless or harmful superintelligence. • Companies should retain control over their unique knowledge and build autonomous continuous learning loops, not becoming dependent on any single model provider. • Microsoft will publish a 'Code of Conduct' for public consultation, providing clear guidance for the industry.

Obligations: Participating companies must offer AI-related apprenticeships to program graduates, matching their existing skill requirements and job vacancies.

Obligations: AI data center operators may be subject to new environmental health regulations if the plan is adopted, requiring compliance with stricter air quality standards. • Opportunities: Companies investing in AI data centers in the US could gain from a streamlined regulatory process if the plan is implemented. • Deadlines: The plan's adoption hinges on the president's decision, with no specific timeline mentioned in the report.

Obligations: Companies participating in the IIFAA working group must contribute to the development of a unified standard for AI agent identity, ensuring compliance with emerging trust frameworks.

Obligations: Companies operating AI data centers in Indonesia may be required to contribute to rising electricity tariff costs, potentially increasing operational expenses.