China’s AI stocks have lost hundreds of billions of dollars in value, even as the country’s artificial intelligence industry continues to advance. The divergence reveals an important distinction between technological progress and investment returns.
Indonesia’s AI market is having its breakout year. The country’s AI sector is projected to grow from roughly $2.4 billion today to $10.88 billion by 2030, at an annual growth … Read more
The Philippines AI market is worth roughly $772 million and is forecast to reach $3.49 billion by 2030, growing at a 28.6% CAGR, according to the US International Trade Administration. … Read more
Japan’s domestic AI systems market reached ¥1.34 trillion (roughly $9 billion) in 2024, growing 56.5% year on year, and IDC Japan forecasts it will more than triple to ¥4.19 trillion … Read more
India’s AI market runs on a gap you could drive a truck through. Domestic AI revenues sit at $10–12 billion in FY26 within a $315 billion technology sector, according to … Read more
Thailand pulled in US$16.1 billion of AI data centre investment across 28 projects in the first half of 2025 alone — a 20-fold jump on the same period a year … Read more
Vietnam’s AI market is worth roughly US$1 billion in 2026 — Statista valued it at US$932 million in 2025 and forecasts US$6.91 billion by 2031, a 39% compound annual growth … Read more
Asia is where the AI market’s three biggest questions get settled: who uses AI at the greatest scale, who builds a credible alternative to the American frontier, and who manufactures … Read more
Singapore’s domestic AI market is worth roughly US$1.32 billion — a rounding error next to China or Japan. Yet in the four months to July 2026, Microsoft pledged US$5.5 billion … Read more
Malaysia is becoming more important to US technology strategy through chips, cloud, AI infrastructure and advanced manufacturing. Malaysia attracted more than US$30 billion in data centre investment in 2024, making … Read more
The DIA Briefing
Asia’s digital markets, every other week. Free.