Bank of America CorpBAC
▲ PositiveCapitalrelevance
Bank of America executives accepted a long-term investment partnership in Thailand and its chairman praised Thai government policies, signaling expanded business engagement.
Impact on assets 2
Financials▲ · 1 stocks
Bank of America CorpCloud & Digital Infrastructure▲ · 1 stocks
Microsoft CorporationMSFT
▲ PositiveDemandrelevance
Microsoft discussed expanding cooperation with Thailand in digital, AI, digital infrastructure, workforce skills and cybersecurity, supporting its goal to become the region's digital and AI hub.
Theme Impact 1
Off-coverage companies
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▲4impact 4
Anthropic launches Claude Opus 5.5, matching flagship intelligence at 40% lower cost
Anthropic unveiled its latest AI model, Claude Opus 5.5, on Tuesday, September 22, saying it performs on par with top-tier models such as Fable 5.1 while cutting the total cost of processing per task by as much as 40% compared with its predecessor, Opus 5. The launch comes amid international debate over the risks of advanced artificial intelligence, after Dario Amodei, Anthropic's chief executive, recently called on the global AI community to slow the pace of releasing new capabilities so that safety measures can keep up. Anthropic said Claude Opus 5.5 underwent external evaluation by independent AI safety research organizations Frontier Design and METR before release, and includes safeguards at the same level once reserved for the company's highest-tier systems. On software development benchmarks, the new model managed to outscore OpenAI's GPT-5.6 Sol, while its actual processing cost is only about one-third that of its competitor. API pricing stands at 4 US dollars per million input tokens and 20 US dollars per million output tokens, roughly 20% lower than Opus 5. It is already available through Amazon Web Services, Google Cloud and Microsoft Foundry on Azure. Internal evaluation data indicates that Opus 5.5 is up to 85% less likely to violate safety controls than Opus 5 or Mythos 5.1. Anthropic also plans to release sub-models Claude Sonnet 5.5 and Claude Haiku 5.5 in the coming weeks, and intends to expand a program granting vetted cybersecurity and life sciences researchers deeper access to the model.
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PM Anutin Meets BofA, Microsoft and PIMCO to Draw Global Partners in Building the Future Economy
Prime Minister and Interior Minister Anutin Charnvirakul held talks with senior executives from three leading organisations, Bank of America, Microsoft and PIMCO, on 22 September 2026 at 1:45 p.m. local time in New York City, on the 29th floor of the Bank of America Tower in New York, United States. Government spokesman Ekapop Pienpiset said the prime minister stressed the government's approach to creating an investment-friendly environment and noted that global financial institutions play an important role in connecting Thailand with international investors and sources of capital. In the talks with Bank of America, the chairman of global corporate business praised the Thai government's policies as being in line with future global development trends, including the promotion of AI, digital technology and the transition to clean energy, and said he would travel to Thailand to attend the IMF-World Bank Group Annual Meetings 2026, which Thailand will host in October. In the talks with Microsoft, the two sides exchanged approaches to expanding cooperation in digital, artificial intelligence, digital infrastructure, workforce skills development and cybersecurity to support Thailand's goal of becoming a regional hub for the digital economy and AI, and the prime minister thanked Microsoft for its support of Thailand's bid to join the Organisation for Economic Co-operation and Development, or OECD. In the talks with PIMCO, the two sides exchanged views on the global economic and financial situation, capital flow trends and the key factors global institutional investors use in making investment decisions. The prime minister said the information and views from global investors would benefit Thailand in tracking international economic and financial market trends and in developing investment policies and the investment environment so that the country can compete and meet the needs of investors over the long term.
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Nvidia and Aolani to Deploy 22,000 GPUs Across Southeast Asia AI Factory Hubs
Nvidia and Aolani have agreed to deploy 22,000 GPUs across new AI factory sites in Southeast Asia, part of a buildout that will add over 100 megawatts of new AI factory capacity. The rollout includes major hubs in Malaysia and the Philippines and is intended to position Southeast Asia as a global node for AI compute and data center infrastructure. The 22,000 GPU deployment is one part of the broader Nvidia story, and the company is embedding its full stack into facilities that cloud providers and enterprises can rent as ready-made compute capacity rather than selling chips in isolation. The key marker ahead is whether Aolani meets its early 2027 target to bring those 22,000 GPUs online across Malaysia and the Philippines at the planned 100 megawatt plus capacity, with progress updates on site construction, GPU installation timing and initial customer occupancy indicating how quickly the commitment converts into live, billable compute.