---
title: "Asia's AI Infrastructure Push Reshapes Security and Edge Computing Landscape"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/301685461.md"
description: "Grab's Malaysia AI infrastructure push catalyzes security and edge computing demand. Zscaler targets $8B ARR by 2031 while Okta gains traction in AI security. MaxLinear's edge chips and Infleqtion's quantum advances highlight sector diversification beyond traditional semiconductors."
datetime: "2026-10-13T09:24:16.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/301685461.md)
  - [en](https://longbridge.com/en/news/301685461.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/301685461.md)
generator: "portal-rs"
---

# Asia's AI Infrastructure Push Reshapes Security and Edge Computing Landscape

Southeast Asia's AI infrastructure race has entered a new phase as Grab Holdings (GRAB.US) partners with SoftBank and PETROS to build digital infrastructure in Sarawak, Malaysia. This momentum is spilling into cybersecurity, where Zscaler (ZS.US) reaffirmed its $8 billion ARR target for 2031 and saw shares surge 18% last week, while Okta (OKTA.US) climbed 9.76% on AI-driven security collaborations despite insider selling. Edge computing chips are experiencing parallel growth: MaxLinear (MXL.US) reported 23% sequential revenue growth from its Topaz platform, and Ambarella (AMBA.US) jumped 7% on Qualcomm acquisition rumors. Tower Semiconductor (TSEM.US) prepares to report Q3 earnings amid supply chain concerns, and Infleqtion (INFQ.US) advances quantum sensing with Honeywell on chip-scale optical cavities. Defense AI player BigBear.ai (BBAI.US) faces 31% short interest but shows contract growth, while traditionally non-core names like Xunlei (XNET.US) and Novavax (NVAX.US) begin exploring AI synergies in digital platforms and biotech R&D.

### Related Stocks

- [AMBA.US](https://longbridge.com/en/quote/AMBA.US.md)
- [XNET.US](https://longbridge.com/en/quote/XNET.US.md)
- [QLYS.US](https://longbridge.com/en/quote/QLYS.US.md)
- [NVAX.US](https://longbridge.com/en/quote/NVAX.US.md)
- [TSEM.US](https://longbridge.com/en/quote/TSEM.US.md)
- [MXL.US](https://longbridge.com/en/quote/MXL.US.md)
- [OKTA.US](https://longbridge.com/en/quote/OKTA.US.md)
- [ZS.US](https://longbridge.com/en/quote/ZS.US.md)
- [BBAI.US](https://longbridge.com/en/quote/BBAI.US.md)
- [GRAB.US](https://longbridge.com/en/quote/GRAB.US.md)
- [INFQ.US](https://longbridge.com/en/quote/INFQ.US.md)

## Related News & Research

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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**