The 671-billion-parameter mixture-of-experts model from DeepSeek scored 94.3 on MMLU-Pro and outperformed OpenAI’s o3 on math tasks, yet the Hangzhou lab spent only $8.2 million on the final training run, according to internal documents reviewed by DTW.
CXMT laid out a roadmap to jump straight to HBM4 by late 2026, skipping HBM3E entirely. The move is risky but could close a two-year gap to Samsung and SK Hynix if yields reach 60% within twelve months.
Read the afternoon analysis · 7 min →It will be Anthropic’s third office in Asia after Tokyo and Singapore. The expansion focuses on financial services and government.
The trimmed model aims to ease GPU load after last week’s downtime, according to a developer blog post.
The deal would significantly expand payment coverage in South Asia; both companies declined to comment.
The round was led by Tiger Global at a $2.4B pre-money valuation. AI fraud detection is the new focus.
A key step in China’s x86 self-sufficiency strategy; no commercial product yet.
An OTA patch is expected next week; unrelated to ongoing UAE talks.
First major release with feature flags for full Docker shim removal.
CVSS 9.8. Patch 11.0.6 is available. Cisco Talos has observed 1,200 compromised hosts in Vietnam and Indonesia.
The amendment could remove Llama 4 and Mistral Large 3 from the "general-purpose AI with systemic risk" list.
🇨🇳 Shenzhen
ON THE GROUND · SHENZHEN
DTW spent three nights in warehouses around Huaqiangbei, meeting brokers, reading invoices and counting crates. This is the story of how the export ban is being patched one chip at a time — in Mandarin, in cash, and over WeChat calls.
| Company | Round | Amount | Valuation |
|---|---|---|---|
| Xendit🇮🇩 Indonesia · Fintech | Series D | 220M USD | 2,4B |
| Saigon Silicon🇻🇳 Vietnam · Chip design | Series B | 48M USD | 310M |
| Krutrim🇮🇳 India · AI | Series C | 1.200M USD | 7,1B |
| Moonshot AI🇨🇳 China · LLM | Series B+ | 600M USD | 4,8B |
| Tomoru🇯🇵 Japan · Robotics | Seed | 14M USD | non-disc. |
| # | Model | Score | $/1M tok |
|---|---|---|---|
| 1 | DeepSeek V4🇨🇳 DeepSeek · 24/05 | 94,3 | 0,27 |
| 2 | Claude Opus 5🇺🇸 Anthropic · 12/05 | 92,8 | 15,00 |
| 3 | GPT-5🇺🇸 OpenAI · 03/04 | 91,2 | 10,00 |
| 4 | Gemini 3 Ultra🇺🇸 Google · 28/03 | 89,4 | 7,00 |
| 5 | Qwen 3 Max🇨🇳 Alibaba · 15/05 | 88,1 | 0,42 |
From Jakarta to Ho Chi Minh City, governments are racing to set up "AI sandboxes" with looser testing conditions than the EU or the US. Behind that wave sits a thorny question: who will control the data that 680 million Southeast Asians are about to feed into these models?
DTW interviewed 31 sources — 12 officials, 9 investors, 6 founders, 4 researchers — to redraw the map of a negotiation that is shaping the region’s next decade.
DTW DEEP DIVE №24
Southeast Asia · AI capital flow
Now in its fifth year, the program honors the 35 most impactful tech founders under 35 across Asia. An independent jury of 14 members from 9 countries; methodology is public.
⏱ 35 days remaining · 412 nominations received
A three-month case study series following the real pipelines of Tiki, Sea Money, Carro and five other companies as they deploy foundation models on AWS.
June 3 · 14:00 ICT · with AWS APAC architects.
48 pages · deal-by-deal data · free download with email.
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4,2/10Everything you need to know in seven minutes before you open your laptop. Drops at 06:00 ICT every morning.
A 58-minute exclusive interview with Sea Group's CEO on the split strategy and lessons from the 2022–2024 period.
Long-form piece narrated by an AI voice trained specifically for DTW. Includes speaker switching for dialogue.
Six newsletters, each edited by its own desk lead. Pick the ones that fit — we do not spam, do not sell email, and you can unsubscribe in one click.
Five stories in a three-minute read, delivered at 06:00 ICT.
One in-depth analysis at the end of the day.
Everything about new models, benchmarks and papers.
Every Asian funding round from the week.
For engineers: releases, CVEs, breaking changes.
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