DeepSeek, Foxconn & China's AI Rules: GNA Weekly

Description

GNA 2 is back with another Asia-focused breakdown of the biggest stories in AI, startups, chips, infrastructure, geopolitics, and capital markets. 🎟️ Generalists Live with Nir Eyal Nir Eyal, bestselling author of Hooked, Indistractable, and Beyond Belief, is coming to Singapore for a live podcast with The Generalists. May 25th at Poddster, with 30 minutes of conversation and 30 minutes of open audience Q&A. Tickets: https://www.eventbrite.sg/e/beyond-belief-nir-eyal-live-podcast-with-the-generalists-tickets-1988068911632?aff=oddtdtcreator In this episode of Generalists New Asia, Michael Smith Jr. and Raz Kotler revisit the Meta and Manus fallout, including what China’s unwind order could mean for Singapore TopCos, cross-border AI startups, foreign capital, and founders trying to move from China into Singapore. They also dig into Foxconn’s AI server boom, why AI infrastructure may still have room to run, the eFishery fraud case in Indonesia, Singapore’s advanced chip packaging story with Silicon Box, Goldman Sachs switching off Claude in Hong Kong, TikTok’s massive Thailand infrastructure bet, Singapore’s parliament debate on AI and jobless growth, funding activity across India, Singapore and Australia, DeepSeek’s rumored mega-round, and why US-China AI tensions are only getting bigger. 🤝 Sponsored by https://TAP4SRV.com - Quickly find local Service Providers on WhatsApp! 🤝 📖 What We Cover • Why the Meta-Manus situation still matters for China, Singapore, and AI geopolitics • What “unwinding” a $2B AI acquisition could actually mean • Why China may be setting guardrails for the next Manus-style company move • Why Singapore TopCos, foreign capital, and Chinese IP are becoming more sensitive • How Foxconn’s AI server business became bigger than its iPhone business • Why AI servers, CPUs, memory, and infrastructure remain central to the AI trade • What the eFishery fraud case means for Indonesia’s startup ecosystem • Why Michael thinks the eFishery situation raises questions beyond the founders alone • Why Sin