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

Commerce and manufacturing companies can apply for inclusive computing power, 'specialised and sophisticated' enterprise status, and fiscal support under the 'AI + Manufacturing' action.

Automakers and ADAS suppliers must audit all marketing materials, manuals, and launch statements to remove exaggerated claims or wording that downplays driver responsibility

Foreign AI services must obtain Chinese AI approval before launching in China; Apple's approval provides a reference path for similar products.

Companies doing AI R&D or deployment in Hong Kong can expect greater local compute supply; watch for application channels and pricing of compute resources.

AI model developers gain a clear "AI + railway" application direction with operation and maintenance data scenarios for online safety assessment and intelligent O&M projects.

AI-generated marketing content using real people's likeness or voice is a primary enforcement target, risking account bans and content removal

Companies must strengthen core technology R&D in multi-sensor fusion, algorithms, solid-state batteries, automotive chips, and operating systems

Chinese AI companies must ensure compliant handling of user data and prevent unauthorized data transfers

U.S. AI companies must adjust model release processes to ensure U.S. agencies review first

AI companies must adjust model release processes to ensure U.S. government gets priority testing access

Manufacturing enterprises are required to accelerate the application of AI in R&D design, production manufacturing, and management operations to enhance digitalization and intelligentization, aligning with national industrial policy directions.

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.

Obligations: AI companies may face legal scrutiny and potential penalties if found to have coordinated to limit AI development speed, violating antitrust laws. • Opportunities: The case highlights the importance of transparent communication and compliance with antitrust regulations in the AI sector. • Deadlines: The court case is ongoing, with the possibility of a collective class-action suit being certified, which could impact the companies' operations and public perception.

Must equip AI models with 'kill switch' functionality and establish independent auditors; - Must collaborate with the expert panel to provide recommendations within two months; - Must comply with California's AI safety regulations, facing compliance risks otherwise.

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.

Obligations: Companies must comply with new evaluation standards for token factories, focusing on core technical metrics like model adaptation capacity and energy efficiency. • Opportunities: Firms with leading token factories can receive government support. Companies involved in model technology iteration, chip adaptation, and overseas service development can tap into new market opportunities. • Deadlines: The plan is set for implementation from 2026 to 2028, with specific milestones for building factories, launching platforms, and achieving technology breakthroughs.

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

Obligations: Companies proposing data center projects in San Jose must undergo a more rigorous public review process and provide detailed disclosures on energy consumption, water usage, and environmental impact assessments. • Opportunities: Companies that can demonstrate responsible development and community benefits may gain public support and approval for their projects. • Deadlines: The city is currently consulting the public, and while no specific deadline is mentioned, companies must align with the city's proposed review framework before project approval.

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

Obligations: Companies must exercise caution when using AI tools, not blindly trust or grant permissions to unknown AI services. They must set clear behavioral boundaries and strict permissions for AI agents, not casually open internet access or content editing rights.

Obligations: Companies must engage in global AI governance discussions and align with emerging international safety standards.

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.

Obligations: AI companies, particularly those in the US, are under pressure to demonstrate responsible development and transparency regarding their AI models.

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