Tech in Asia: Oracle capex $50B FY26 - credit risk tightens, Asian reading counts
An Asian rebound in S&P reading - important for the appetite of Japanese/Korean institutions on Oracle revolvers.
20 h ago 8 10
Yimu Tech raises over 100 million RMB for robotic tactile sensors
Chinese capital is shifting from the embodied model to its hardware components - the "sensor stack" thesis is starting to be seriously funded.
20 h ago 12 11
A researcher finds a WordPress RCE for $500,000 with GPT-5.6 for $25
The marginal cost of discovering a critical exploit falls below the threshold of an evening of research - the discovery/reward market ratio explodes.
20 h ago 8 10
Netflix pays $587M for InterPositive: AI enters the creative stack
Netflix paid $587M to acquire the AI startup InterPositive. A clear signal about the place of AI in the next Hollywood cost cycle.
yesterday 7 9
Oracle's credit downgrade deepens the AI-capex debt question
Tech in Asia flags rising Oracle credit risk as AI spending balloons. The BBB- warning is turning into a re-pricing.
yesterday 12 8
Kyushu becomes finance-industrial: Japan's Silicon Island pulls in the capital stack
Japanese financial groups are relocating to Kyushu around the TSMC/Rapidus cluster - the physical proof that a compute hub is also a capital hub, and the constraint that follows.
Jul 18, 2026 at 11:11 18 8
pQCee raises $3.9 M: Singapore frames its post-quantique bet
The Singaporean startup pQCee raises $3.9 M in post-quantum cybersecurity. Small ticket, big signal: the PQC transition is no longer waiting for the quantum deadline.
Jul 17, 2026 at 14:21 7 13
Meituan leads a $73.9M round for a Chinese robotics firm
Meituan leads a $73.9M round for Xynova, a Chinese robotics company - its third round of the year. Service hyperscalers are pivoting towards embodied - not as a lab, but as a strategic client.
Jul 17, 2026 at 14:21 26 12
Coatue leads $3B into Databricks: the data layer of AI remains the safest bet in a jittery market
Coatue brings a down round of $3 billion on Databricks. The message is clear: in a cycle where the model is commoditized, data remains the moat.
Jul 17, 2026 at 09:21 19 8
TSMC raises 2026 revenue forecast again: AI demand continues to set the baseline
TSMC raises its 2026 forecasts again, driven by AI demand. The compute crunch is no longer a hypothesis: it's the new pricing baseline.
Jul 17, 2026 at 09:20 12 9
DeepSeek valued at $51.9B: the price of the Chinese frontier open-weight continues to rise
DeepSeek reaches a $51.9 billion valuation after a new funding round. The private market continues to pay a high price for the "frontier open-weight sino" option.
Jul 17, 2026 at 09:19 7 9
Zhipu crosses the $100 million revenue mark: the commercialization of the Chinese frontier enters the numbers
Zhipu would generate $1 billion in annual revenue according to leaks. First Chinese frontier lab with measurable commercial traction at this scale.
Jul 17, 2026 at 09:19 29 8