26 STORIES
Capital, compute & policy across the US–Canada–Gulf axis
Infrastructure
A Korean internet company, an American chipmaker and a Canadian asset manager are building Korea's national AI capacity together. Look at who is funding whom.
Chandni Melwani
East Asia
Policy
Washington built export controls to keep advanced chips out of Chinese hands. The allegation is that a Chinese lab reached them in Thailand instead, and that the model capability never needed to cross a border at all.
Chandni Melwani · China
Infrastructure
For a Gulf bank, the question was never whether sovereign AI was a good idea. It was what it costs, and who has to file the export paperwork. There is finally an answer to both.
Chandni Melwani · GCC
Infrastructure
Europe is trying to build its own AI sovereignty and rent it back. A US hyperscaler is underwriting the capex, and structuring the cheque to stay clear of Brussels.
Chandni Melwani · Europe
Policy
The price of US trust turned out to be ripping Chinese telecom and surveillance gear out of the UAE's flagship AI company, and cutting its ties to China.
Chandni Melwani · GCC
Policy
The capital that usually flows into US and global markets is being turned toward the Gulf, and AI is named as a sector.
Chandni Melwani · GCC
Partnerships
The US productivity layer now runs on Gulf sovereign infrastructure, a template for how American software stays inside GCC government AI.
Chandni Melwani · GCC
AI for merchants, marketplaces & marketing
Platform Updates
A New York disclosure law took effect in June. Amazon just turned it into a platform rule, with a specific metadata keyword, worldwide.
Chandni Melwani
North America
Retail Adoption
When orders grow faster than visits, the visitors are different. Shopify's numbers say AI-referred shoppers arrive closer to buying than anyone else.
Chandni Melwani · Global
Conversational Commerce
A shopping agent and an onboarding agent are the expected part. The dispute agent is the one that tells you where this is actually stuck.
Chandni Melwani · Europe
Conversational Commerce
A million businesses already run one. Meta says paid tiers are coming, and has not said what the meter is, which is the number merchants should be waiting on.
Chandni Melwani · Global
Marketing AI
The measurement layer usually shows up before the ad money does. For AI search, it just did.
Retail Adoption
These shoppers show up already researched, an assistant having done the comparison first, so they land closer to the buy than a retailer's other traffic.
Conversational Commerce
Task completion arrives inside a search product with a billion monthly users, and the trip to your site is the part it removes.
New in AI Briefings
The Corridor
Daily
Commerce
Daily
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Weekly
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Sunday