Sea focuses on software and AI for cloud business expansion

Sea Limited CEO Forrest Li announced during the Q3 2026 earnings call that the company’s new cloud business will prioritize software and customer relationships over heavy data center infrastructure investment. The strategy aims to leverage Sea’s existing artificial intelligence capabilities across infrastructure, model, and agentic application layers to transform AI from a cost center into a profit center.

Li noted that declining token prices present an opportunity to assist organizations with AI adoption by running models efficiently and adapting them to specific data and language needs. The company intends to maintain strict financial discipline, pursuing computing capacity opportunities only when they offer clear and attractive returns.

In related news, ShopeePay Singapore received the Payments Solution Award at the Asian Banking & Finance Fintech Awards 2026. The recognition follows the implementation of initiatives such as the 1% Hawker Cashback campaign, designed to encourage digital payment adoption for everyday transactions.