Oracle
Asia Leaders
Shou Zi Chew Kept TikTok in America. Now He Has to Run a Global Platform Through National Borders
Shou Zi Chew survived TikTok’s American divestiture crisis. The settlement now forces him to govern one product through separate systems of ownership, algorithms, safety and regulation.
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.