Official company signals shaping APAC markets.
English-first, multilingual-ready company signals built on official sources, structured for professionals tracking business, technology, and market moves across APAC.
AI & Models: The APAC Enterprise AI Race
Foundation model releases, enterprise AI platforms, and localized AI solutions are reshaping how APAC companies compete.
Top Signals
Week of March 3–7, 2026
NVIDIA Reports Record Q4 FY2026 Revenue of $68.1B, Data Center Revenue Up 75% YoY
NVIDIA reported record quarterly revenue of $68.1 billion for Q4 FY2026, up 20% from Q3 and 73% from a year ago. Data Center revenue reached a record $62.3 billion, up 22% from Q3 and 75% from a year ago. Full-year revenue hit $215.9 billion, up 65% year-over-year. The results were driven by surging demand for AI computing infrastructure, with NVIDIA's GPU and networking products powering the buildout of AI data centers worldwide. CEO Jensen Huang noted that the age of AI is in full steam, with demand surging worldwide across every industry and nation. The company also announced GTC 2026, its premier AI conference, will take place March 16-21 in San Jose, California.
SenseTime Launches SenseNova 6.0 Foundation Model with Enhanced Reasoning
SenseTime has officially launched SenseNova 6.0, its next-generation large language model, positioning it as a direct competitor to GPT-4 class models in the Chinese AI market. The model demonstrates significant improvements in multilingual reasoning, code generation, and multimodal understanding compared to its predecessor. SenseNova 6.0 achieves state-of-the-art performance on several Chinese-language benchmarks and competitive results on international evaluations including MMLU and HumanEval. The company is offering the model through its enterprise API platform with pricing designed to undercut both domestic and international competitors, signaling an aggressive push for enterprise adoption across APAC markets.
Grab Holdings and Samsung Partner on AI-Powered Mobility Solutions
Grab Holdings and Samsung Electronics have announced a strategic partnership to co-develop AI-powered mobility solutions for Southeast Asian markets. The collaboration will integrate Samsung's on-device AI chipsets with Grab's ride-hailing and logistics platform to enable real-time route optimization, predictive demand modeling, and enhanced driver safety features. Initial deployment is planned for Singapore, Thailand, and Indonesia, with a combined investment of approximately $200 million over three years. The partnership also includes joint R&D on autonomous vehicle technology adapted for Southeast Asian road conditions and traffic patterns.
Latest Signals
Structured summaries of recent official announcements relevant to APAC markets.
NVIDIA Reports Record Q4 FY2026 Revenue of $68.1B, Data Center Revenue Up 75% YoY
NVIDIA reported record quarterly revenue of $68.1 billion for Q4 FY2026, up 20% from Q3 and 73% from a year ago. Data Center revenue reached a record $62.3 billion, up 22% from Q3 and 75% from a year ago. Full-year revenue hit $215.9 billion, up 65% year-over-year. The results were driven by surging demand for AI computing infrastructure, with NVIDIA's GPU and networking products powering the buildout of AI data centers worldwide. CEO Jensen Huang noted that the age of AI is in full steam, with demand surging worldwide across every industry and nation. The company also announced GTC 2026, its premier AI conference, will take place March 16-21 in San Jose, California.
SenseTime Launches SenseNova 6.0 Foundation Model with Enhanced Reasoning
SenseTime has officially launched SenseNova 6.0, its next-generation large language model, positioning it as a direct competitor to GPT-4 class models in the Chinese AI market. The model demonstrates significant improvements in multilingual reasoning, code generation, and multimodal understanding compared to its predecessor. SenseNova 6.0 achieves state-of-the-art performance on several Chinese-language benchmarks and competitive results on international evaluations including MMLU and HumanEval. The company is offering the model through its enterprise API platform with pricing designed to undercut both domestic and international competitors, signaling an aggressive push for enterprise adoption across APAC markets.
Grab Holdings and Samsung Partner on AI-Powered Mobility Solutions
Grab Holdings and Samsung Electronics have announced a strategic partnership to co-develop AI-powered mobility solutions for Southeast Asian markets. The collaboration will integrate Samsung's on-device AI chipsets with Grab's ride-hailing and logistics platform to enable real-time route optimization, predictive demand modeling, and enhanced driver safety features. Initial deployment is planned for Singapore, Thailand, and Indonesia, with a combined investment of approximately $200 million over three years. The partnership also includes joint R&D on autonomous vehicle technology adapted for Southeast Asian road conditions and traffic patterns.
Microsoft Expands Azure AI Services to 5 New APAC Markets
Microsoft has announced the expansion of Azure cloud services to five new markets across the Asia-Pacific region: Vietnam, New Zealand, the Philippines, Bangladesh, and Sri Lanka. The expansion includes the deployment of Azure availability zones, AI services, and compliance certifications tailored to local regulatory requirements. Microsoft CEO Satya Nadella confirmed the plans during a regional tour, noting that APAC cloud revenue grew 42% year-over-year in the most recent quarter. The company is also establishing local data residency options to address growing sovereignty concerns among government and enterprise customers in these markets.
Razorpay Closes $250M Series G at $8.5B Valuation
Indian fintech unicorn Razorpay has closed a $500 million Series G funding round at a $9 billion valuation, making it one of the most valuable private fintech companies in Asia. The round was led by Tiger Global and Sequoia Capital India, with participation from GIC (Singapore's sovereign wealth fund) and Temasek. Razorpay plans to use the capital to expand its payment infrastructure across Southeast Asia, starting with Indonesia and Malaysia, and to accelerate development of its embedded finance and lending products for small and medium businesses.
NVIDIA CEO Jensen Huang and Global Technology Leaders to Showcase Age of AI at GTC 2026
NVIDIA announced that GTC, the world's premier conference on AI and accelerated computing, will take place March 16-21, 2026 in San Jose, California. CEO Jensen Huang will deliver a keynote address alongside global technology leaders to showcase the latest advances in AI. The conference is expected to attract tens of thousands of developers, researchers, and enterprise leaders, featuring hundreds of sessions on topics ranging from generative AI and robotics to healthcare and autonomous vehicles.
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Geographic expansion, executive appointments, and IR-grade milestones
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