artificial intelligence
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Singapore
8 things I learned from Temasek Review 2026
Founded in 1974, Temasek Holdings is a global investment company wholly owned by the Singapore government, managing a portfolio with…
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U.S.
The downstream winners of the AI boom
Everyone knows who is winning the AI boom: the chipmakers, and the GPU above all. But honestly, a GPU is…
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U.S.
The end of single-tier SaaS pricing: What it means for your portfolio
In February 2026, the SaaS sector lost roughly US$285 billion in market value in a single selloff. The financial press…
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U.S.
The end of single-tier SaaS pricing
If you have ever subscribed to Adobe Creative Cloud or Microsoft 365, you already know how SaaS pricing works. You…
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U.S.
NVIDIA Q1 2027: The backbone of the global AI economy
NVIDIA restructured its reporting framework in Q1 2027, signalling its transition from a graphics card company to the structural backbone…
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U.S.
Meta Q1 2026: AI-powered engagement drives strong quarter
Meta, along with consumer and business AI agents, continued to deliver more personalised and relevant content. By improving the timing…
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U.S.
Microsoft Q3 2026: New hybrid consumption model
Microsoft delivered another solid quarter, with double-digit gains across both top and bottom lines. Most notably, the company is evolving…
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U.S.
How the AI RAM shortage could impact consumer tech companies
Over the past year, investors have zeroed in on AI chips and GPUs. Data centres are scaling quickly, and companies…
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U.S.
NVIDIA Q4 2026: Expansion into agentic and physical AI
NVIDIA continues to deliver steady quarterly growth, transitioning from a specialty chipmaker to the primary architect of a new industrial…
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U.S.
Amazon Q4 2025: Robust revenue growth amid record infrastructure spending
Amazon continues to perform well across its primary business segments. Retail growth is supported by the expansion of everyday essentials,…
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