AI Boom and Energy Shocks See Growth in Southeast Asia Bifurcate
THE SO WHAT
Southeast Asia’s split—Vietnam out front, Thailand lagging—as AI and energy shocks hit shows how exposed growth is to compute demand and power prices. If you’re siting data centers or AI-heavy ops in the region, model not just labor and tax but grid stability and tariff risk country by country.
READ THE SOURCE
MORE FROM THE WIRE
Tech & InnovationKorean Stocks Bear Brunt of Chip Selloff on Higher Yield Worry
Higher yields are starting to discipline the AI-capex trade — Korea’s chip-heavy market is just the most exposed surface. If you’re counting on cheap equity or debt to underwrite multi-year GPU or fab bets, re-run your hurdle rates this week.
Tech & InnovationJapanese Stocks Slide as Bond Market Anxiety Hits AI Sentiment
The AI trade in Japan is proving rate-sensitive — chip names are the release valve for bond anxiety. If your board narrative leans heavily on “AI multiple expansion,” be ready to defend the plan in a world where that premium compresses quickly.
Bashing AI data centers makes its way into brand marketing with new Jason Kelce ad
Developing situation with human cost. Monitoring for broader infrastructure and market implications.
Tech & InnovationXiaomi’s first EV just passed half a million deliveries
Hitting 500,000 SU7 deliveries in 28.5 months while model-specific volume drops 43.6% this year shows how fast EV product cycles are turning over. Auto and mobility suppliers should plan for shorter flagship lifespans and more frequent redesigns—your integration and certification processes need to move at that cadence.