OpenAI

Asia Leaders

Mustafa Suleyman Is Giving Microsoft Its Own AI Model Stack. The Bill Demands More Than Strategic Independence

Mustafa Suleyman has moved Microsoft from relying primarily on a partner’s frontier models towards a broader in-house portfolio. Strategic control matters, but customers and shareholders need evidence that another model stack earns its substantial cost.

Asia Leaders

Lisa Su’s Multi-Gigawatt Breakthrough Leaves AMD With a Taiwan-Sized Delivery Challenge

Lisa Su has secured multi-generation AI infrastructure commitments that could change AMD’s position. Its MI450 and Helios ramp will determine whether those contracts become a durable second platform.

Asia Leaders

Hock Tan’s $35 Billion AI Platform Moves Broadcom Closer to Its Biggest Customers—and Their Risks

Hock Tan has expanded Broadcom’s custom-chip model into gigawatt-scale infrastructure financed by Apollo and Blackstone. Its power comes with customer, supply and deployment concentration.

Asia Leaders

Masayoshi Son Is Steering $64.6 Billion Towards OpenAI. SoftBank’s Balance Sheet Is the Constraint

Masayoshi Son’s latest OpenAI tranche makes SoftBank a more concentrated AI holding company, with its financial policy and Japan execution under scrutiny.