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WSJ Tech News Briefing

TNB Tech Minute: Microsoft Will Invest More Than $1 Billion on Cloud and AI Infrastructure in Thailand

WSJ Tech News Briefing

The Wall Street Journal

Tech News, News

4.31.7K Ratings

🗓️ 31 March 2026

⏱️ 3 minutes

🧾️ Download transcript

Summary

Plus: Iran war chokes off helium supplies critical for AI chipmakers. And Huawei’s net profit rises thanks to its auto business expansion. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

I think the potential of Agenic is to rethink how work gets done overall.

0:05.0

It challenges all sorts of traditional orthodoxies around how organizations execute the work at hand.

0:11.3

That's Jason Gersatus, CEO of Deloitte U.S., talking about the transformational potential of A.Gentic AI.

0:17.5

Join him later to learn why agents are a game changer for businesses across industries.

0:24.6

Here's your morning, TNB Tech Minute, for Tuesday, March 31st. I'm Danny Lewis for the Wall Street Journal.

0:31.1

Microsoft says it plans to invest more than $1 billion to build out its cloud and artificial

0:35.9

intelligence infrastructure in Thailand over the next two years.

0:39.5

The U.S. tech giant says the investment will build on existing partnerships to expand its data center footprint and upskill local talent,

0:46.5

as demand for AI computing continues to grow in the region.

0:50.1

Microsoft also plans to invest in cybersecurity and sovereign technology in the country.

0:55.0

The investment aims to accelerate the adoption and use of AI across Thailand's workforce.

1:01.0

The Iran War isn't just affecting energy supplies. It's cutting deeply into supplies of helium.

1:07.1

The invisible gas is a byproduct of natural gas production that, in addition to keeping party balloons aloft, is essential for cooling the tools used to make AI chips.

1:16.6

The global helium supplies being squeezed by the halt in natural gas exports from Qatar, which also exports virtually all of its helium through the Strait of Hormuz.

1:25.7

Qatar said Iranian strikes earlier this month on a major liquefied natural gas plant

1:30.3

caused extensive damage that cut its annual helium exports by nearly 15%, and could take

1:35.5

up to five years to repair.

1:37.3

While many chipmakers and defense manufacturers won't immediately feel the shortage,

1:41.6

suppliers are already telling some customers to expect supply

1:44.5

cuts and surcharges. And Chinese tech giant Huawei posted higher net profit in 2025 thanks to the

1:52.5

expansion of its automotive-related business. The company says its net profit rose 8.7% from the year

1:58.6

before, while revenue grew more than 2%, coming close to its all-time

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