data centres
Asia Leaders
Thomas Kurian Put Google Cloud on a $70 Billion Run Rate. Enterprise Agents Must Now Earn the Capacity Behind It
Thomas Kurian has made Google Cloud a credible enterprise AI platform. The economics now depend on whether agents create repeatable workloads rather than another burst of subsidised experimentation.
Asia Leaders
Jayshree Ullal Made Ethernet the AI Network. Two Customers Still Hold 42% of Arista's Revenue
Jayshree Ullal has positioned Arista at the centre of the AI data-centre build-out and preserved exceptional profitability. Customer concentration, proprietary interconnects and a fast-changing optics stack are the pressure points behind the numbers.
Asia Leaders
Jayshree Ullal Made Ethernet the Language of the Cloud. Now She Has to Make It the Fabric of AI
Jayshree Ullal turned Arista into the cloud era’s most disciplined networking challenger. AI now requires a broader systems company without the complexity Arista was built to defeat.
Asia Leaders
Safra Catz Has Become Oracle’s AI Balance-Sheet Steward. A $638 Billion Backlog Must Fund the Build
Oracle’s cloud infrastructure revenue is rising sharply, but free cash flow turned deeply negative under heavy investment. Safra Catz’s next leadership role is to impose financing discipline on growth that arrives before the cash.
Asia Leaders
Vinod Khosla Backed a Record-Hot Geothermal System. The 2026 Wells Must Turn Heat Into Bankable Power
AI data centres need clean power around the clock. Vinod Khosla’s backing of Mazama Energy could open a major geothermal resource, but a temperature record is not a power plant and the 2026 field campaign must prove repeatable economics.
Asia Leaders
Natarajan Chandrasekaran Is Wiring Tata From Chips to AI Agents. Capital Discipline Must Hold the Stack Together
Natarajan Chandrasekaran is positioning Tata across the physical and software layers of artificial intelligence. The strategy could deepen India’s technology capacity, but only if demand, energy and execution keep pace with investment.