AI Infrastructure Goes Global: Chips, Siri’s Gemini Shift, and Rising AI Risk

In this episode of AI in Flow, Claire and Peter track how the AI boom is reshaping the real economy—starting with surging China export demand for semiconductors and data-centre equipment, expectations of another record TSMC quarter driven by advanced packaging, and South Korea raising its growth outlook on the back of the AI chip cycle. They then move to the product layer as Apple’s iOS 27 public beta brings a revamped “Siri AI” powered by Google Gemini—unlocking more conversational, multi-step actions while raising governance questions for mixed enterprise device fleets. The episode also covers Anthropic’s local rupee pricing and enterprise push in India, HCLTech’s investment in new AI data-centre capacity, intensifying legal battles across major AI players, Japan’s draft guidance on AI misuse of celebrity likeness and voice, new calls from economists for urgent policy responses to AI-driven economic disruption, and a stark warning from financial services: AI-enabled breaches and social engineering are rising fast, with material business impact.About Six & FlowSix & Flow is a digital transformation consultancy helping businesses adapt, grow, and thrive in a fast-changing world. We specialise in AI, CRM, and revenue operations, blending strategy, technology, and creativity to deliver measurable impact. From scaling startups to global enterprises, we partner with ambitious teams to unlock growth through smart automation, customer-centric marketing, and forward-thinking sales enablement. Learn more at sixandflow.com. Hosted on Acast. See acast.com/privacy for more information.