INFH

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.