Anthropic Will Tell IPO Investors Its Market Is Worth $30 Trillion
A total addressable market is the maximum a company could earn if it captured every customer and no rival took any share...
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ASEAN edition · Fri, 2 Oct 2026 · Signal over noise
Finance News
AI-curated tech news, ASEAN business intelligence, and cybersecurity updates — written for the region.
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Nvidia Paused Its Cloud Financing Programme in Under Two Months
The scheme lent credit support to AI clouds and took a share of the revenue their Nvidia capacity earned. It stopped bec...
SoftBank Is Refinancing Its OpenAI Bet for the Fourth Time
A $40bn bridge, a $10-20bn bond sale, a record ¥1tn retail issue and a $10bn margin loan against the stake itself. The y...
Broadcom Guaranteed The Resale Value Of Its Own Chips To Get A $35bn Loan Priced
The AI XPV platform raised debt through a vehicle that buys accelerators and leases them to Anthropic. A deficiency guar...
Data Centre Capex Will Pass A Trillion Dollars This Year
Dell'Oro puts global data centre capital expenditure above US$1tn in 2026. The five largest hyperscalers account for mor...
Samsung And SK Hynix Are Handing Back More Than They Are Building With
Samsung expects shareholder returns of 90 to 110 trillion won this year, the largest ever by a Korean company. SK Hynix...
The Memory Bolted To Your AI Chip Now Costs More Than You Think
HBM3 runs about US$200 a stack, HBM3E US$300 and HBM4 an estimated US$550, with HBM3E contract prices up around 20 per c...
Marvell Is Paying Google In Warrants To Keep Buying Its Chips
Google gets the right to almost 59 million shares at US$206.58, vesting in tranches tied to every US$500m of chips it pu...
Southeast Asia's Record AI Year Funded Fewer Companies Than 2024
US$4.1bn sounds like a boom until you count the deals: 23 rounds this year against 41 last year and 35 before that. One...
Nvidia Arranges US$500 Billion of Third-Party Financing for Its Own Hardware
Six of the largest asset managers and investment banks will raise capital for AI infrastructure built on Nvidia hardware...
Big Tech Has Signed US$725 Billion of Leases That Are Not on the Balance Sheet
Five hyperscalers have disclosed about US$1.2 trillion of lease obligations, of which US$725 billion has not yet commenc...
Nvidia Now Owns Large Stakes in Two of Its Biggest Customers
A disclosure on Friday put 122.8 million SpaceX shares worth about US$21 billion, and roughly US$30 billion of Intel, on...
Workday Jumped a Fifth on a Report, Which Says Something About Its Price
Reuters reported Silver Lake has been in talks for months to take Workday private. The shares rose 19.9 per cent and wer...
Intel Asked for US$15 Billion. The Orders Came to US$100 Billion.
Intel planned a US$15 billion raise, took orders above US$100 billion, and priced US$20 billion at US$95 a share. Three...
Anthropic Gave Its Revenue a Number. Its Profit Got an Adjective.
Preliminary second-quarter revenue of more than US$11.5 billion, a fourteen-fold rise, and the first quarter of positive...
Databricks Raised $5 Billion. Its CEO Says AGI Arrived and Changed Nothing.
A US$190 billion valuation on a US$7 billion run-rate, and a chief executive arguing that AGI has been reached, that it...
Anthropic Paid $9.1 Billion for Electricity, Not Computers
A 20-year, US$9.1 billion lease for 191 megawatts at a Texas bitcoin mining campus. The transaction prices what is actua...
The Card Networks Just Agreed to Run Nodes on a Blockchain
Visa, Mastercard, DTCC, ICE and BlackRock are among eleven founding validators on Circle's Arc. Fees are paid in USDC, w...
Google Will Hold Your Child's Money. It Is Not a Bank Account.
A stored balance for under-18s, controlled through Family Link, with real-time visibility of every transaction. What it...
OpenAI Bought $7bn of Its Own Shares at a Valuation That Has Not Moved
OpenAI bought back $7 billion of employee stock using its own balance sheet, at the same $852 billion valuation as March...
MAS Wants a 21-Day Path for Complex Funds. In May It Dropped the Advice Requirement.
MAS has proposed an Alternative Funds Appendix that would let a derivative-heavy or undiversified retail fund be authori...
GIC Says It Chose a Lower Return. Its Twenty-Year Number Fell to 3.4 Per Cent
Asked why the rolling twenty-year real return dropped from 3.8 to 3.4 per cent, the Finance Ministry pointed to a delibe...
MAS Was Asked When AI-Agent Rules Become Mandatory. It Confirmed the Scope, Not the Date
A written reply on 5 August confirmed that agentic AI sits inside guidelines MAS has not yet issued. It gave no timeline...
In February the BSP Said 70% Was Not Doable. In July It Said It Was Likely
The Philippine central bank's outlook on its 2028 digital payments target reversed in five months. The measurement under...
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