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Singapore’s Ministry of Trade and Industry (MTI) delivered its second upward growth revision of 2026 on August 11, lifting the...
Singapore has spent the past two years becoming one of the primary beneficiaries of the global AI infrastructure buildout, alongside Taiwan’s semiconductor sector. The city-state’s role...
Malaysia’s economy is projected to grow 4.6% in 2026, moderating only slightly from an estimated 4.9% in 2025, according to the ASEAN+3 Macroeconomic Research Office (AMRO)....
Research houses have repeatedly upgraded Malaysia’s 2026 growth forecast through the summer, with Maybank Investment Bank raising its estimate to 4.9% from 4.4%, citing resilient domestic...
Every earnings season now brings a fresh wave of headlines about hyperscaler AI capital expenditure hitting a new record. The “big four” — Amazon, Microsoft, Alphabet,...
Why the AI Revolution Is Breaking the Link Between Output and Labor Income Artificial intelligence is transforming the modern workplace at a breathtaking pace. Generative AI...
China’s domestic chip ecosystem is accelerating even as US export controls tighten. With tungsten up 557% and Nvidia’s China share halving, we map the permanent splitting...
Morgan Stanley estimates AI-related global debt issuance will hit $570 billion in 2026, with hyperscaler spending exceeding $1 trillion by 2027. Oracle’s crisis may be the...
Oracle’s stock collapsed 24% in 2026 as $130 billion in AI debt and negative free cash flow of $23.7 billion rattled markets. Inside the hyperscaler’s existential...
Hyperscalers are spending $725 billion on AI infrastructure in 2026. The energy demands of this buildout are reshaping global power markets, utility valuations, and electricity costs....