Research from Tokyo on Japanese industry, semiconductors, AI infrastructure and capital markets.
Signal Room
What Reuters reported Amazon, Google and Microsoft are committing tens of billions of dollars to AI infrastructure in India. Amazon plans to invest \$21 billion by 2
Tokyo Dispatch
October 11, 2026 | Markets and Monetary Policy | TokyoBrainie A Japanese weekly market preview offered three eye-catching possibilities for the coming week: the Nikk
Column
English edition · A literary adaptation of the Japanese long mix. Reporting, interpretation and the author’s personal memories are distinguished below. Intro — Do no
Column
The two Reuters stories On October 7, Reuters reported that PepsiCo was running out of time to meet targets established after Elliott Investment Management disclosed
Signal Room
The two-day collapse Australian AI-infrastructure company Firmus Technologies, backed by NVIDIA, Blackstone, Coatue and Jane Street, raised US\$2 billion at a valuat
News Cutting Room
C&T Partners | The Soshio Chronicles | Episode 001 A samurai-finance comedy from the fictional Semiconductor Sengoku Period. Editorial note: This is a work of fictio