Analysis

Ads, Commerce, AI: Asia’s New Digital Stack

Asia’s $311 Billion Ad Market, $2.3 Trillion Commerce Engine, and $102 Billion AI Layer Are Fusing Into a Single Stack There’s a simple model for understanding Asia’s digital economy, and … Read more

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Insights

Inside China’s AI Machine: Models, Chips, Strategy, and What Comes Next

China’s daily AI token usage surpassed 140 trillion in March 2026 — a 1,000-fold increase in two years. Chinese models now account for four of the top five most-used globally. This is a comprehensive analysis of the models, chips, state strategy, cost advantages, and deployment patterns driving China’s AI machine — and what it means for Asia, the West, and global markets.

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E-commerce

Ecommerce in Emerging Asia

Ecommerce is very much in the news at the moment, with Rocket Internet launching their month long online promotion across Lazada, Zalora and Foodpanda, ebay launching in Indonesia, and mobile ecommerce … Read more

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