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Infrastructure

Infrastructure
The latest news, analysis and opinion on Infrastructure. In-depth analysis, industry insights and expert opinion.
Jensen Huang at Nvidia’s annual GTC conference in San Jose, California, on March 17. Photo: AFP
Artificial intelligence

What is ‘tokenomics’ and how would China gain the edge in an AI era?

As tokens are positioned as the AI era’s commodity, China’s energy scale and low-cost models could give it a structural edge.

Vietnam

Vietnam PM visits Russia to sign energy deal amid Iran war disruption

China trade

China’s AI edge built on power grid, open-source models: Alibaba’s Joe Tsai

US-China trade war

Trump administration moves to unify AI rules, bolster edge over China

Policy aims to increase federal government’s ability to ⁠fight national security concerns and counter Beijing’s growing dominance in sector.

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The ​Trump administration has been pushing for a single AI policy legislative framework that can be applied uniformly across the country. Photo: AFP via Getty Images
The Philippines

Why Philippines struggles to tap its US$1 trillion mineral wealth

Without a proper road map to grow its mining sector, the country remains a ‘second-tier mineral economy’.

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OpenClaw

Opinion | Frenzy over AI agent OpenClaw shows the lobster has escaped the pot

AI agents are the next frontier in the tech race, which is rapidly accelerating as the distance between curiosity and adoption is compressed.

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Hong Kong economy

Opinion | Iran war shows urgency of Hong Kong’s green shipping transition

As an international maritime hub, the city must speed up green fuel bunkering and strengthen its marine war-risk insurance business.

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Oil storage tanks and oil tankers unloading at Tsing Yi depot, Hong Kong, on March 10. Photo: Sam Tsang
China-Latin America relations

China wants Brazil’s biggest port terminal. Washington just said no

US consul-general Kevin Murakami told port executives the Santos megadeal should not fall into ‘unwanted hands’.

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China GDP

China’s economy starts 2026 strongly as retail sales, investment rise

Before the Iran energy crisis and latest round of China-US trade talks, retail spending grew 2.8 per cent while fixed-asset investment increased 1.8 per cent.

Asean

Opinion | Underwater and unprotected: why Asean and the EU must secure subsea lifelines

With global data at risk from hybrid threats, Southeast Asia and Europe need to look past declarations to secure our shared data arteries.

Workers install a submarine communications cable in western France. Photo: AFP
Artificial intelligence

Companies ramp up AI spend, but most pilots fail to deploy: Lenovo executive

A Lenovo survey shows companies expect strong returns from AI investments, though most corporate pilots never reach successful deployment.

Ken Wong Kin-hang, president of Lenovo Solutions & Services Group. Photo: May Tse
Hong Kong environmental issues

Opinion | To stay competitive, Hong Kong must embrace nature-based solutions

The government’s push for improved urban design is strategic and timely. Now it must turn ideas into action.

United States

Meta plans to cut up to 20% of staff to fund AI infrastructure

If Meta settles on the 20 per cent figure, the lay-offs will be its biggest since 21,000 were made redundant in its ‘year of efficiency’.

OpenClaw

Inside the OpenClaw AI mania in China, as security fears and enthusiasm surge

Appeal of autonomous AI agent spurs rapid adoption across country, from tech pros to retirees seeking a ‘digital staff’, but data wipes mar its rise and trigger warnings.

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Illustration: Henry Wong
Nepal

Nepal just elected a rapper for PM. His foreign policy has a new beat

Newly elected Balendra Shah’s public messaging suggests a balanced approach rather than a tilt to either side, analysts say.

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Balendra Shah greets supporters in Damak, Jhapa district, on March 7 after winning the election. Photo: Reuters
China-India relations

How China plans for greater power projection in Xinjiang and Tibet

China aims to finish two highways spanning all nine land-border provinces, advance a highway on east coast and upgrade three highways into Tibet.

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US-China trade war

China summons Maersk, MSC on shipping operations amid Panama saga, Iran war

Beijing gave no reason for order – but both firms at centre of dispute after Panama ruled against CK Hutchison’s operation of two ports.

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Artificial intelligence

China lays out blueprint for AI, space internet and green energy in US tech race

Beijing’s infrastructure buildout strategy becomes a core focus of nation’s draft 15th five-year plan amid intense rivalry with Washington.

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China is planing a technology infrastructure expansion covering AI, telecommunications and space internet, while integrating green energy, to get the upper hand over the US amid a fierce tech race between the two superpowers. Photo: Shutterstock
The Philippines

‘Ghost projects’ push Philippines to record US$26.5 billion budget deficit

A widening deficit and falling revenue are ‘direct, quantifiable effects’ of an investigation into the flood-control scandal, economists say.

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Artificial intelligence

China’s chip industry seeks more state support for AI dominance

Scholars and entrepreneurs in semiconductor sector urge Beijing to regulate prices of AI computing power, leverage strategic raw materials and fund tech solutions for self-reliance.

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Two Sessions 2026

China pivots to ‘investing in people’ strategy as growth engine switches gears

Premier announces changes in spending priorities, aiming to boost consumption, but doubts remain whether resources will match ambitions.

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A worker uses machinery at a steel structure firm in China’s Sichuan province. China will raise the average duration of education for the working-age population to 11.7 years by 2030. Photo: Xinhua
China manufacturing

China bets on AI-manufacturing integration to narrow digital gap with US

Beijing’s new five-year plan calls for digital economy to account for bigger share of GDP, backed by 28 major projects, 5G upgrades and data-focused industrial policy.

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A surgical robotic demonstration is seen during an exhibition for medical equipment last March in China’s Chongqing. Photo: Xinhua
US-China relations

Africa emerges as new arena in US-China competition over artificial intelligence

With a fast-growing digital economy and young population, the continent is becoming a critical front in the global race to shape AI’s future.

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Asean

Opinion | Fatigue is rewriting the US-China soft power contest, starting in Asean

At a time when no one has bandwidth left, soft power is being won by being the partner that feels usable, steady and low-risk.

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Malaysia

Villagers’ ‘swift action’ stops runaway train in Malaysia’s Sabah

The train had suffered a brake failure during a morning commute in southwest Sabah, prompting calls from officials for a full investigation.

Quick-thinking villagers in Malaysia’s Sabah state sacrificed a vital motorised rail trolley to force the runaway train to stop. The train had suffered a brake failure. Photo: handout
Artificial intelligence

AI-aided US strikes in Iran to intensify China tech self-reliance push: analysts

AI’s militarisation adds momentum to China’s drive for domestic chips and infrastructure, analysts say.

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The US reportedly deployed Anthropic’s systems in the Iran campaign, including for intelligence assessments, target identification and battle scenario simulations. Photo: AFP
China energy security

How China is using a massive ‘electron gap’ to pivot the AI race with US

Ex-finance official Zhu Guangyao says abundant energy supply gives the nation a critical edge in AI, as ‘electricity is computing power’.

Belt and Road Initiative

China poised to earn vast profits from global energy transition: analysts

Chinese firms are in pole position to benefit from a wave of investment in clean energy infrastructure that could be worth trillions of US dollars.

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