Quick Summary Nvidia posted a 75.2% adjusted gross margin , among the highest in Big Tech AI hyperscalers plan US$650B capex in 2026 , much flowing to Nvidia Rivals like AMD, Alphabet and Amazon are gaining traction Long-term margin sustainability remains the key investor question Margins Steal the Show While investors already expected strong demand, NVIDIA Corp surprised with something even more impressive: Adjusted gross margin of 75.2% , the highest since late 2024 — and management expects similar levels next quarter. For a nearly US$5 trillion company , that margin signals extraordinary pricing power in AI hardware. AI Spending Wave Still Intact AI hyperscalers are forecasting ~US$650 billion in capex for 2026 , up roughly 60% from 2025. Nvidia remains the primary beneficiary as demand for data centre GPUs continues to surge. But maintaining 75% margins depends on two big factors: 1️⃣ Supply Constraints Rising memory costs remain a ris...
Quick Summary
Zetrix AI raised ~US$40 million from IFC
Funds to expand digital infrastructure across Southeast Asia
AI unit “AI Foundation Lab” targeting Nasdaq listing by end-2026
Focus on digital ID, blockchain and AI-powered public systems
Funding Boost From World Bank Arm
Malaysia-listed Zetrix AI Bhd has secured approximately US$40 million in equity funding from the International Finance Corp (IFC).
The investment aims to:
Expand digital public infrastructure (DPI)
Support emerging markets in Southeast Asia and beyond
Strengthen AI-driven service delivery
Nasdaq Listing in the Pipeline
Zetrix is preparing to spin off and list its AI-focused subsidiary, AI Foundation Lab, on Nasdaq by the end of 2026.
According to group managing director TS Wong:
The company is actively working toward the listing
Target completion: year-end 2026
Key move: Positioning a Malaysian AI unit directly on US capital markets.
Strategic Focus Areas
In Malaysia, Zetrix supports:
National digital identity systems
Blockchain service networks
AI-enhanced public sector platforms
Digital public infrastructure is increasingly central to:
Secure citizen access to services
Government efficiency
Financial inclusion
Cross-border digital integration
Why It Matters
The partnership signals:
Growing global investor interest in AI-enabled infrastructure
Stronger Malaysia positioning in the regional digital economy
Alignment with sustainable and inclusive growth objectives
World Bank representatives noted the collaboration aims to enhance public service delivery and economic inclusion.
Bottom Line
Zetrix is scaling from local digital infrastructure provider to regional AI player.
With IFC backing and a planned Nasdaq listing, the company is betting that AI-driven public infrastructure will be the next growth frontier in emerging markets.
Key Takeaways
US$40m IFC investment strengthens balance sheet
Nasdaq listing targeted by end-2026
Focus on digital ID and blockchain infrastructure
Southeast Asia expansion underway
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