Thai Bond Sales Set for Rebound in 2027 as AI Investment Surges
THE SO WHAT
AI-linked power plants and data centers are now big enough capex lines to move a national bond market. If you operate in emerging markets, expect local debt markets to become a real financing channel for AI infra rather than relying solely on global equity and hyperscaler leases.
READ THE SOURCE
MORE FROM THE WIRE
Deep & Emerging TechChina Chipmakers to Debut in HK in Test of Tech Stock Demand
Two Chinese chip suppliers raising $301 million in Hong Kong during volatility shows local capital is still willing to underwrite the semiconductor stack. For buyers, this means more regional alternatives over time—and more complexity in navigating export rules and vendor risk.
Deep & Emerging TechAttackers Claim to Have Stolen Data on Over 1 Million Vanderbilt Students and Staff
A ransomware hit that forces a university to tell over 1 million users to shut down devices immediately is a reminder that basic continuity plans often fail under real stress. If you run any large identity store, assume breach and rehearse the “hour one” playbook before an attacker forces it on you.
Deep & Emerging TechMorgan Stanley Wealth Mgmt. Head on Vinyl Equity Deal
Morgan Stanley pulling transfer-agent tech like Vinyl Equity in-house is another move to own the full equity record-keeping stack for workplace clients. If you’re a fintech infra vendor, assume large FIs will selectively internalize core rails where they see margin and data leverage.
Deep & Emerging Tech'We are not giving up': Russian hosting giant Beget has cloud platform wiped in major cyberattack
A full platform wipe at a major host is a reminder that “we have backups” is not the same as “we can restore the business.” If your core runs on a single provider or region, run a game-day this month on what you’d do if their control plane disappeared for 72 hours.