Trackers

Model labs, compute providers and robot makers heading to market: filings, valuations and first-day trading.

Countries building their own models and compute: SEA-LION, ILMU, Sahabat-AI and Typhoon in Southeast Asia, plus sovereign-AI plans elsewhere.

Big-tech AI capex, where data centres get built and the power gap behind them, including the build-out in Southeast Asia.

Export controls, the Entity List, chip smuggling and domestic substitutes: what Washington restricts, and how much Huawei Ascend, Cambricon and other Chinese chips make up.

Sora, Veo, Kling, Seedance, Hailuo and Pika: length, quality, price and rights in every video-model update.

Humanoid robots are moving from trade-show stages to production lines: output, unit prices, deployments and funding, and which US or Chinese company gets there first.

Robotaxis are spreading from the US and China to the Middle East and Southeast Asia: who holds permits, where they operate and when the unit economics turn positive.

Claude Code, Codex, Cursor, Devin and Chinese coding tools are chasing the same developers on model quality, price, context and workflow integration, with new releases and numbers every week.

After Ray-Ban Meta, US and Chinese makers are all building AI glasses: shipments, prices, features and who is buying.

Fair use of training data, lawsuits from publishers and record labels, settlements and licensing deals.