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
Kimi K3 pricing: China's frontier goes premium, ends the race-to-the-bottom
Moonshot has priced Kimi K3 at 3-15× the tokens of DeepSeek - the first time a Chinese frontier lab has publicly asked for a premium against its domestic peers, and a break with the price-war narrative.
Jul 18, 2026 at 11:11 20 9
Kioxia -16%, SoftBank in retreat: the Asian AI complex prices a deleveraging
Deleveraging AI in Asia: Kioxia drops 16%, SoftBank slides. The repricing of AI risk begins to show in the prices.
Jul 17, 2026 at 09:21 20 10
Anthropic prices Claude in rupees for India: pricing localisation as the first act of sovereignty
Anthropic added rupee pricing for Claude in India. Small operational change, real strategic meaning - the fight for the Indian market is now about payment rails and taxation, not model quality.
Jul 16, 2026 at 08:48 30 9
DeepSeek V4 approaches: 1M tokens of context and double pricing
DeepSeek is preparing for the public release of its V4, with a 1M token window and a double pricing grid (peak/off-peak). The shadow extends beyond a simple update.
yesterday 10 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