Oracle

AI’s US$400 billion problem: Are chips getting old too fast?

11 Dec 2025 - 11:46AM

Paramount counters Netflix with US$108 billion hostile bid for Warner Bros

9 Dec 2025 - 9:42AM

American Samoa

L&G Asset Management sees AI equity upside despite US$3 trillion debt concerns

‘We are defensive in terms of allocating to that particular sector,’ says Ben Bennett, L&G’s head of investment strategy in Asia.

8 Dec 2025 - 12:39PM

Credit related to the AI sector could grow between US$500 billion and US$800 billion a year and reach nearly US$3 trillion by 2030, according to Ben Bennett of L&G Asset. Photo: Shutterstock

TikTok to invest more than US$37 billion in Brazil data centre

China is Brazil’s top trading partner and is seeking to expand economic and political ties across the region amid tensions with the US.

4 Dec 2025 - 10:45AM

TikTok names former Boeing executive as US public policy chief

Ojakli, who previously oversaw government affairs at Ford Motor and Softbank, will begin his new role December 1.

26 Nov 2025 - 11:20AM

Foxconn

Taiwan’s Foxconn expands AI hardware push with OpenAI deal

Foxconn sees profits soar after shifting its focus from low-margin iPhone assembly to AI servers that are now in huge demand.

21 Nov 2025 - 2:52PM

Foxconn Technology Group has been expanding capacity in the US, as a major supplier of AI servers and related networking gear. Photo: Shutterstock

Ant Group

Ant Group affiliate OceanBase uses Hong Kong as hub to challenge Oracle

Oracle remains the world’s top database provider, but OceanBase has an infrastructure better suited for AI workloads, CEO says.

6 Nov 2025 - 5:00PM

OpenAI, Oracle plan 1 gigawatt Stargate data centre with Related Digital

The project raises the planned capacity to more than 8GW and total investment to over US$450 billion in the next three years.

31 Oct 2025 - 12:05PM

US-China trade war

Trump hints at trade deal, end to TikTok saga in run-up to China summit

The US president struck an optimistic tone on Air Force One while commenting on an expected meeting with Xi Jinping later this week.

28 Oct 2025 - 12:15AMvideocam

US President Donald Trump, seen on Monday, expressed optimism over a deal with China on TikTok and other issues. Photo: AP

US business lobby urges Trump to end new curbs on exports to China

The National Foreign Trade Council said the ‘Affiliates Rule’ has resulted in an ‘immediate pause’ of billions of dollars in US exports.

21 Oct 2025 - 3:58AM

US President Donald Trump at the White House in Washington on Monday. Photo: EPA

US-China trade war

With US-China tensions back on the upswing, is the TikTok deal at risk?

Analyst opinion mixed on viability of deal for Chinese short video app’s US ownership, with ‘everything on the table’ after recent flare-ups.

16 Oct 2025 - 5:40PMvideocam

Donald Trump

Wall Street rebounds as Trump softens posture on China tariffs

After threatening ‘massive’ tariffs on Friday, Trump in a social media post on Sunday said ‘it will all be fine’, adding that the US wants to ‘help’ China.

14 Oct 2025 - 8:15AM

As I see it | How Fukuyama goes from the end of history to the end of the West

China’s ruling model may be the only remedy for what the political writer argues is the erosion of free speech and free elections by media-controlling plutocrats.

11 Oct 2025 - 9:30AMvideocam

Tesla CEO Elon Musk speaks on stage as he joins Donald Trump on the campaign trail in Butler, Pennsylvania, on October 5, 2024. Photo: AFP

Electric & new energy vehicles

Opinion | Why the clock is ticking on the Fed-fuelled AI bubble

AI is being sold as the latest tech frontier and a key area of US-China competition, but one day the money inflating the bubble will run out.

5 Oct 2025 - 5:30AMvideocam

Jensen Huang, co-founder and CEO of Nvidia, speaks during a news conference in Taipei on May 21. Photo: AFP

OpenAI

OpenAI valuation hits US$500 billion, passes SpaceX as world’s largest start-up

San Francisco-based OpenAI completes a deal to help employees sell about US$6.6 billion of the firm’s stock to investors.

2 Oct 2025 - 4:16PM

Tesla’s Elon Musk becomes first person to hit US$500 billion net worth: Forbes

After a turbulent start to the year, Tesla shares have gained on improved investor sentiment as Musk’s focus returned to his companies.

2 Oct 2025 - 9:55AM

China’s US ambassador chides Washington for ‘closing doors’, enacting tariffs

Hitting a friendlier note, Xie announced that Americans will soon be able to apply for a Chinese visa in just several clicks.

30 Sep 2025 - 9:42AM

Ambassador Xie Feng speaking at the Chinese embassy in Washington on April 19, 2025. Photo: handout

Opinion | Why Trump’s TikTok deal will be music to China’s ears

The agreement over TikTok’s operations in the US might seem like a triumph, but it still leaves China with significant leverage.

28 Sep 2025 - 1:09PMvideocam

TikTok: how a viral app navigated turbulent times to secure its place in the US

A timeline of TikTok’s journey from obscure app to viral global hit.

26 Sep 2025 - 10:39PM

Trump signs order saying TikTok sale meets US requirements

Vice-President Vance says the new version of TikTok will be valued at around US$14 billion.

26 Sep 2025 - 5:09PMvideocam

OpenAI expands Stargate with 5 new data centre sites across US

The expansion brings the companies closer to their goal of investing US$500 billion in domestic data centres and AI infrastructure.

24 Sep 2025 - 11:14AM

The steel frame of data centres under construction at the OpenAI data centre in Abilene, Texas, September 23, 2025. Photo: Reuters/Pool

Trump to approve TikTok deal via executive order this week: report

According to a White House official, TikTok’s American assets are to be primarily owned by US investors and managed by a security-focused board.

22 Sep 2025 - 10:51PMvideocam

Fox News’ Rupert Murdoch and Dell CEO could take part in TikTok deal, says Trump

With a December 16 deadline looming, the news is the latest twist in a fast-moving potential deal to keep TikTok operating in the US.

22 Sep 2025 - 1:27PMvideocam

US TikTok deal coming soon with ‘tight control’ of board, algorithm: White House

New investors include Oracle Corp, Andreessen Horowitz and private equity firm Silver Lake Management LLC.

21 Sep 2025 - 6:10AM

Semiconductors

Chipmakers post longest win streak since 2017 amid AI growth

Oracle’s recent earnings report and the AI infrastructure deal between Microsoft and Nebius are bullish signs for the group.

17 Sep 2025 - 11:40AM

A silicon wafer on display at SEMICON Taiwan 2025 in Taipei, September 11, 2025. Photo: EPA

Opinion | Why the world is still free riding on America

US policies are not only yielding gains that outpace those of other countries, they are also helping those nations advance their own national interests.

14 Sep 2025 - 2:30PMvideocam