TECHNOLOGY · MODELS
Baidu releases open-weights model that beats GPT-class on Chinese-language reasoning
ERNIE-X 350B is the first frontier-tier Chinese model with permissive commercial terms – and it's already inside three Vietnamese banks.
KEY TAKEAWAYS
- ·Capital rotates out of US/EU equities into hard ASEAN infrastructure.
- ·Data centres, power transmission and ports are the three priority lanes.
- ·Vietnam, Indonesia and the Philippines absorb the largest allocations.
Ravi Kim · 8 min read
