Transcript
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AI's growth is taking it from centralized systems into everyday workflows, and the enterprise endpoint is taking on a new role and new risks. At the break, AMD's Magda Pet Warden will discuss how enterprises are rethinking security to protect Today's AI enabled PCs.
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Here's your morning TNB Tech Minute for Tuesday, March 31st. I'm Danny Lewis for the Wall Street Journal. Microsoft says it plans to invest more than $1 billion to build out its cloud and artificial intelligence infrastructure in Thailand over the next two years. The US Tech giant says the investment will build on existing partnerships to expand its data center footprint and upskill local talent as demand for AI computing continues to grow in the region. Microsoft also plans to invest in cybersecurity and sovereign technology in the country. The investment aims to accelerate the adoption and use of AI across Thailand's workforce. The Iran war isn't just affecting energy supplies, it's cutting deeply into supplies of helium. 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. The global helium supply is being squeezed by the halt in natural gas exports from Qatar, which also exports virtually all of its helium through the Strait of Hormuz. Qatar said Iranian strikes earlier this month on a major liquefied natural gas plant caused extensive damage that cut its annual helium exports by nearly 15% and could take up to five years to repair. While many chip makers and defense manufacturers won't immediately feel the shortage, suppliers are already telling some customers to expect supply cuts and surcharges. And Chinese tech giant Huawei posted higher net profit in 2025 thanks to the expansion of its automotive related business. The company says its net profit rose 8.7% from the year before, while revenue grew more than 2%, coming close to its all time high from 2020. Huawei's fastest growth came in what it calls its Intelligent Automotive solution business, which provides software and other services to support autonomous driving functions in cars. And that's your T and B tech minute. We'll be back this afternoon with more
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how can enterprise security leaders protect AI PCs? Here again is AMD's Magna Pet Warden.
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You have to think about security as foundational and not something that comes after the fact. That and that has to be anchored in hardware. Hardware protecting software is more superior from a security strategy perspective and creates sort of an immutable trust even before the operating system, drivers and AI models ever load. These protections really create the root of trust for AI enabled workloads so that they can confidently run. And as AI moves onto the device, then the more sensitive data and decision making shifts closer to the hardware, and that means that software only is no longer sufficient.