WSJ Tech News Briefing TNB Tech Minute: Microsoft Will Invest More Than $1 Billion on Cloud and AI Infrastructure in Thailand
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Mar 31, 2026 Magda Petwarden, an AMD executive focused on enterprise security for AI PCs, explains why hardware-based protections and roots of trust matter. She discusses securing sensitive on-device AI workloads. Other highlights include cloud and AI infrastructure investments in Thailand and global helium supply risks for chipmaking.
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Microsoft Doubles Down On Thailand AI Infrastructure
- Microsoft will invest over $1 billion to expand cloud and AI infrastructure in Thailand over the next two years.
- The plan includes more data centers, upskilling local talent, cybersecurity, and sovereign technology to drive AI adoption across Thailand's workforce.
Helium Shortage Threatens AI Chip Cooling
- The Iran war has disrupted global helium supplies by halting Qatari natural gas exports, cutting helium tied to LNG shipments through the Strait of Hormuz.
- Qatar reported Iranian strikes that damaged an LNG plant, trimming annual helium exports nearly 15% and risking multi-year repair timelines that prompt supplier surcharges.
Huawei Profits Lifted By Automotive Software
- Huawei's 2025 net profit rose 8.7% and revenue nearly matched its 2020 high, driven by growth in its Intelligent Automotive Solution Business.
- The automotive unit supplies software and services for autonomous driving, becoming Huawei's fastest-growing segment.