Europe and China Must Pivot from Tech Rivalry to "Constructive Engagement" in AI Era, Warn Leaders at CEIBS Forums - Thailand Business News

• The Trump administration has reportedly requested that OpenAI limit the launch of its next model, GPT-5.6, to government-approved partners. • This move follows President Trump's recent decision to scrap a previous executive order that established a voluntary framework for reviewing advanced AI models.

• Micron Technology has transitioned into a strategic AI infrastructure provider, with its stock price surging nearly 200% year-to-date due to unprecedented demand for high-bandwidth memory (HBM). • The company reported strong financial performance for Q2 FY2026, achieving revenue of $23.9 billion.

• A recent CIO survey conducted by RBC reveals a significant surge in enterprise spending on artificial intelligence, with OpenAI emerging as a primary leader in the space. • The findings contradict fears of a "SaaSpocalypse" or a "token panic," suggesting that businesses are integrating AI tools more stably than critics predicted.

• Italy has agreed to join Pax Silica, a US-led alliance designed to secure and diversify the global artificial intelligence supply chain. • The framework focuses on fostering collaboration between government entities and private industry to reduce dependencies on volatile or adversarial sources.

• European stock markets declined from record highs as investor sentiment shifted away from artificial intelligence and technology sectors. • Zalando saw a decline, while Italy's Banca Ifis shares plummeted 35% following a reduction in its 2026 guidance.

• The European Union is targeting Amazon Web Services (AWS) and Microsoft Azure under the Digital Markets Act (DMA) to increase regulatory oversight. • This move comes as cloud infrastructure becomes an essential foundation for the rapid development and deployment of artificial intelligence.

• European Union regulators are moving to designate Amazon Web Services (AWS) and Microsoft Azure as "gatekeepers" under the Digital Markets Act (DMA). • This regulatory shift targets the dominance of these cloud units to prevent unfair competition and ensure a more open market for AI and cloud services.

• Foreign investors withdrew capital from India-focused funds during the March quarter, redirecting investments toward AI-driven markets. • Capital flows shifted primarily toward technology hubs in Korea and Taiwan to capitalize on the global artificial intelligence boom.

• Startups across Africa and the Middle East raised a total of $336.7 million during Week 26. • The funding period was dominated by a single massive $260 million raise by Dream, which overshadowed other regional deals.

• A new Vi Business MSME Growth Insights Study 2026 highlights that AI is becoming a primary driver for scaling India's MSME sector, which contributes over 31% to the national GDP. • The study reveals that 57% of MSMEs identify AI as a vital tool for business growth, with 25% of these enterprises having already integrated AI solutions into their workflows.

• The Cyber Express weekly roundup highlights a surge in global cyber risks driven by AI acceleration, massive data breaches, and increased international law enforcement activity. • Key security incidents reported include a cyberattack on Transport for London (TfL) and a significant data breach at the Japanese telecommunications company KDDI.