Latest Posts By aragosta
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| 30-Jan-2026 13:09 |
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In REITS we TRUST
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we have absolutely no doubt......
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| 29-Jan-2026 23:33 |
CapitaLand
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A marriage made in heavens, a price in clouds 9?
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A merger of CapitaLand and Mapletree offers several benefits to shareholders beyond just a potential higher share price......For one, it will provide Financial capacity to pursue mega deals like Marina One, Khazanah, Temasek seen putting Marina One up for sale at S$5 billion to S$6 billion https://www.businesstimes.com.sg/property/khazanah-temasek-seen-putting-marina-one-sale-s5-billion-s6-billion Actually, according to some senior gangsters, the timing could not be so incidental..... Put notice that property is for sale, prepare the paper works, and by the time the merger is done, it is ready to " bid" ....... Because of Khazanah, the gangsters believe it' s to o much " political" to just sell direct to CapitaLand/Mapletree....... This is anothersign the merger is sure going to happen......In any case, all this while, the black market has always believed the merger deal will happen, and now those highly paid analysts also copy cat and and think so too........ https://www.theedgesingapore.com/cityandcountry/investing-strategies/temaseks-own-shifts-capitaland-mapletree-merger-has-higher Remember, the gangsters have an unbelievable target of eight if the rumor keep hotting up, never mind if the dealing is will happen......Some 15, 16, years ago, for nothing, according to the senior gangsters, the price kept going up and up until it hit its all time high of $8.80&hellip .. Now there' s " some thing" , price should not be any lesser...... |
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| 29-Jan-2026 21:23 |
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In REITS we TRUST
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CGSI raises target price on OUE Reit to S$0.41 on better-than-expected 2025 earnings, positive outlook. https://www.businesstimes.com.sg/companies-markets/cgsi-raises-target-price-oue-reit-s0-41-better-expected-2025-earnings-positive-outlook OUE REIT tp $0.41 https://rfs.cgsi.com/api/download?file=950dfa33-79bd-4bb8-94b1-bc2dbd8e8803 Since we are on a roll...... Might as well post the others&hellip .. Fraser CPT tp $2.86 https://rfs.cgsi.com/api/download?file=39fcf445-098f-4ac3-8ac2-26b294452c44 Suntec tp $1.58 https://rfs.cgsi.com/api/download?file=f67f89e7-286c-4f56-a11c-9dd1363fe2ef Mapletree Logistics Trust tp $1.68 https://rfs.cgsi.com/api/download?file=38dccc96-4a0b-4fd7-bbd2-662c07bc5c1c
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| 29-Jan-2026 16:49 |
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In REITS we TRUST
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This site is a " sponsored" site, but still is worth a read because generally it' s in line with the black market&rsquo s thinking.....In case you are wondering which 5 REITs it is referring to: they are Mapletree Industrial Trust, Mapletree Logistics Trust, NTT DC REIT, CapitaLand Ascendas REIT, and CapitaLand Ascott Trust. These high-quality names led a broad-based rally for the sector in the second half of 2025..... S-REITs in Q4 2025: Strong Rally and Double-Digit Gains. Looking ahead, S-REITs enter 2026 on a strong footing. The combination of high-yield income and potential capital gains positions them attractively amid expectations of further monetary easing. https://www.syfe.com/magazine/singapore-reits-performance-q4-2025-strong-rally-double-digit-gains/ |
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| 29-Jan-2026 11:09 |
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In REITS we TRUST
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KIT is quite aggressive these few days..... by the millions, and moving steadily up, now easily 525, when it was under 50 juz a few weeks ago.... I got a great suspicion black market is moving the stock, for " obvious" reasons.... one to watch, won' t be surprised 0.60 will be breached this term...... OUE a is another top draw, over forty should be easy, fifty every possibility ....... all the ingredients are there before your eyes....... | ||||||||||||
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| 29-Jan-2026 09:56 |
Hiap Seng Ind
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HSI and Vibrant
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Someone page the mafia? Simi taichi? .....already said, if you monkey around with the black market people, don' t expect to make money on their saliva.... if they keep talking and talk and talk up the stock, and u keep insult them, you will never hope the stock with move to your liking.... believe or not believe, you watch yourself lor..... but as I promise, the stock will move again..... but at our choosing, and only if you be a bit humble and don' t be like that stocky chow ah qua and his animal boy friend who turn this in to a circus, when it starts moving...... | ||||||||||||
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| 29-Jan-2026 00:35 |
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In REITS we TRUST
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S-Reits set for first DPU recovery in four years: Julius Baer. Singapore' s retail and office sectors are well placed to benefit in 2026, says analyst https://www.businesstimes.com.sg/companies-markets/reits-property/s-reits-set-first-dpu-recovery-four-years-julius-baer ' Sweet spot' , in 2026: Maybank lists top picks among Reits and stocks to tap yield and growth. Reits sector is a major beneficiary of the steep decline in interest rates (around 200 bps drop in base rates), which lowers funding costs and supports accretive deals. CICT is among its picks https://www.businesstimes.com.sg/singapore/sweet-spot-2026-maybank-lists-top-picks-among-reits-and-stocks-tap-yield-and-growth The projection that data center investments could reach nearly $7 trillion by 2030 is a forecast from a McKinsey & Company report. This substantial investment is primarily driven by the enormous demand for compute power to support artificial intelligence (AI) and traditional IT applications. https://www.mckinsey.com/industries/technology-media-and-telecommunications/our-insights/the-cost-of-compute-a-7-trillion-dollar-race-to-scale-data-centers https://www.businesstimes.com.sg/startups-tech/technology/data-centre-race-singapore-betting-quality-over-scale-say-observers CPF vs REITs: Which Builds a Stronger Retirement Income Stream in 2026? CPF offers certainty and safety, while REITs provide higher income potential. As retirement planning evolves in 2026, we compare how each stacks up as a long-term income stream. https://thesmartinvestor.com.sg/cpf-vs-reits-which-builds-a-stronger-retirement-income-stream-in-2026/ The Smart Investor' s Guide to the Best Singapore REITs in 2026. As interest rates ease and income investing regains appeal, these four Singapore REITs (CICT, FCT, PLR, KDCR) stand out for their resilience, balance-sheet strength, and ability to deliver sustainable distributions into 2026. https://thesmartinvestor.com.sg/the-smart-investors-guide-to-the-best-singapore-reits-in-2026/ Some market watchers believe Singapore-listed real estate investment trusts (S-Reits) could have a strong run, potentially outshining the trio of local banks as they turn in their report cards for the fourth quarter ended December 2025. https://www.businesstimes.com.sg/companies-markets/s-reits-turn-shine-q4-lower-interest-rates-fuel-returns Expected interest rate cuts will likely boost S-REIT prices, with each sector offering different opportunities. Here are ten Singapore REITs with the strongest trading and investing potential for 2026. Each has been selected based on asset quality, management track record, growth potential and sector outlook. https://www.ig.com/sg/trading-strategies/top-5-singapore-reits-to-trade-in-2025-250717#:~:text=Real%20estate%20investment%20trusts%20(REITs)%20are%20publicly,access%20to%20real%20estate%20income%20and%20capital Best Singapore REITS in 2026. After a challenging stretch of high interest rates and tightening credit, Singapore REITs are entering 2026 on much steadier ground. The takeaway is simple: Quality REITs distinguish themselves through disciplined capital management and operational excellence &ndash not just during the good years, but especially through the challenging ones. https://sg.finance.yahoo.com/news/smart-investor-guide-best-singapore-060000850.html Singapore REITs are at an inflection point with falling funding costs, active capital recycling, and portfolio reconstitution preferred sub-sectors are industrial, commercial, and hospitality, with top picks including CICT, CLAR, CLAS, LREIT, MLT, OUEREIT, and SUN. https://www.minichart.com.sg/2026/01/20/singapore-market-outlook-2026-top-reits-telco-picks-and-investment-strategies-from-maybank-research-1/#:~:text=Singapore%20REITs%20are%20at%20an,MLT%2C%20OUEREIT%2C%20and%20SUN. S-REIT dividends seen rising 2.5% in 2026, analysts say. Singapore REITs are expected to enter a two-year earnings upgrade cycle in 2026&ndash 2027, driven primarily by low domestic interest rates that reduce borrowing costs and support higher distributions per unit (DPU), according to DBS analysts. https://sbr.com.sg/in-focus/s-reit-dividends-seen-rising-25-in-2026-analysts-say The prime office sector in Singapore is a " top pick" for real estate investors in 2026 as tightening vacancies and a shift towards a favourable environment for landlords drive renewed investor conviction, said JLL. https://www.businesstimes.com.sg/property/singapore-prime-offices-top-pick-2026-vacancies-fall-jll ' Steepest discount' : Analysts bullish on office picks after S-Reits' best run since 2019. Office S-Reits are undervalued, trading at the steepest discount to book value among this asset class https://www.businesstimes.com.sg/companies-markets/reits-property/steepest-discount-analysts-bullish-office-picks-after-s-reits-best-run-2019 SGX CORPORATE RESULTS REPORTING Release Dates for REITS & TRUSTS AIMS 3Q biz update 3/2 AI-REIT FY results 13/2 ath CLAR FY results 5/2 ath CLAS FY results 29/1 bth CICT FY results 6/2 bth CLCT FY results 5/2 bth CLINT FY results 2/2 ath DCR FY results 12/2 ath ESR FY results 4/2 bth FCT 1Q biz update 23/1 FLCT 1Q biz update 3/2 IREIT FY results 25/2 ath KIT FY results 3/2 bth KDCR FY results 30/1 bth KREIT FY results 4/2 ath MIT 3Q results 28/1 ath MLT3Q results 26/1 ath MPACT 3Q results 30/1 ath OUEREIT FY results 29/1 ath PARKWAYLIFE FY results 2/2 ath SGREIT 2Q results 29/1 ath |
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| 28-Jan-2026 16:13 |
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Masters of the SEAS: KEPPEL, SCI, SEATRIUM, YZJSB
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Okay, lah, since got interests, I shall write a little bit of Seatrium, which I ownself boycott because of that act cute stupidity of Ms Joy. Forecasts for Seatrium Limited as of January 2026 are primarily driven by its significant order book and recent return to profitability. Platforms provide a mix of near-term price targets and long-term valuation estimates. Algorithmic and Predictive Forecasts
Intrinsic Value Models
======== meanwhile....... Seatrium delivers the largest self-propelled hopper dredger in U.S. History. The Frederick Paul is the largest self-propelled trailing suction hopper dredge in the US and features state-of-the-art design and systems that makes it more sustainable. https://www.dredgingtoday.com/2026/01/23/breaking-news-seatrium-delivers-the-largest-self-propelled-hopper-dredger-in-u-s-history/ ABS has issued an Approval in Principle (AIP) to Seatrium for the company' s offshore substation (OSS) design, described as a next-generation offshore HVAC platform engineered for scalability. https://container-news.com/abs-grants-aip-for-seatrium-offshore-substation-design/ Hö egh Evi, a Norwegian owner and operator of liquefied natural gas (LNG) carriers and floating storage and regasification units (FSRUs), has confirmed the arrival of an LNG carrier (LNGC) at Seatrium yard in Singapore, where it will undergo transformation to turn into an FSRU destined for deployment in Egypt. https://www.offshore-energy.biz/lng-vessel-comes-to-seatriums-yard-for-new-lease-on-life-as-egypt-bound-fsru-gallery/ Global private equity powerhouses Macquarie, Actis, and Sembcorp are reportedly among the firms evaluating bids for a significant stake in Gentari' s India business. https://www.livemint.com/companies/global-pes-strategics-to-bid-for-stake-in-gentaris-india-biz-renewable-energy-actis-macquarie-sembcorp-11768391023831.html Sembcorp vie to acquire Shell' s Sprng Energy in one of India' s biggest renewable M& A deals https://economictimes.indiatimes.com/industry/renewables/niif-kkr-sembcorp-vie-to-acquire-shells-sprng-energy-in-one-of-indias-biggest-renewable-ma-deals/articleshow/126401462.cms Keppel, Chandra Asri' s Aster to assess development of Jurong Island sustainable aviation fuel plant. The plant will support regional airlines' needs and Singapore' s sustainable aviation fuel target https://www.businesstimes.com.sg/companies-markets/keppel-chandra-asris-aster-assess-development-jurong-island-sustainable-aviation-fuel-plant Keppel is taking its data centre efforts to Victoria' d Latrobe Valley, with a new 720MW powerbank planned nearby existing coal-fired energy infrastructure and renewable energy integration.This forms part of an Asia-Pacific (APAC) expansion for the Singaporean asset manager, bringing its APAC capacity to more than 1GW. https://www.energymagazine.com.au/keppel-to-build-720mw-data-centre-near-victorian-coal-plants/ Keppel REIT is acquiring a larger stake in Marina Bay Financial Centre Tower 3 as a strategic move, accepting short-term non-accretion to DPU in favour of long-term growth driven by rising rents and tight CBD supply. Management expects rental uplifts and contributions from newly acquired retail assets like Sydney' s Top Ryde City Shopping Centre to support future DPU growth, reinforcing Keppel REIT' s long-term value proposition for unitholders. https://www.tipranks.com/news/company-announcements/keppel-reit-banks-on-long-term-upside-from-bigger-stake-in-marina-bay-financial-centre-tower-3 Keppel has secured a land lease extension for a data center campus in Singapore.Keppel Ltd. and Keppel DC REIT Management Pte. Ltd. (manager of Keppel DC REIT) late last year announced that the relevant authorities had granted conditional approval for a 10-year land tenure lease extension for the Keppel Data Centre Campus at Genting Lane in Singapore. https://www.datacenterdynamics.com/en/news/keppel-secures-10-year-land-lease-extension-for-singapore-data-center-campus/ Singapore turns to next-generation power systems to scale AI, train future workforce. This comes as the Republic transitions to a low-carbon energy grid while advancing regional net-zero ambitions https://www.businesstimes.com.sg/companies-markets/singapore-turns-next-generation-power-systems-scale-ai-train-future-workforce?ref=article-bottom-more-in-companies-markets Sembcorp, Keppel, and Seatrium are positioned to benefit from Singapore' s push to align clean energy with AI infrastructure growth. Sembcorp focuses on supplying low-carbon power to data centers, while Keppel develops hydrogen-ready plants and manages data center capacity. Seatrium supports this transition by building offshore wind components and applying AI to improve shipyard efficiency. |
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| 27-Jan-2026 12:48 |
CapitaLand
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A marriage made in heavens, a price in clouds 9?
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The following write-up Is condensed from a 32page dossier on the potential merger of CapitaLand and Mapletree.... believe or unbeliever, it up to you, and no use googling it or ask CHATgpt, or Google Ai, because you won' t find it there.... simply because it is some unbelievable imagination from some underworld sources....... I must stress we do not have any insider information whatsoever..... like any, this is purely fantasy thinking...... A potential merger between CapitaLand Investment (CLI) and Mapletree Investments (MIPL) would likely see Mapletree' s business and assets absorbed into an enlarged CapitaLand, creating a major global real estate giant.
This deal is widely expected to succeed because it is driven by Temasek, Singapore' s state investment fund, which is the sole owner of Mapletree and the main shareholder of CapitaLand. Temasek' s goal is to create " national champions" that are bigger and more competitive globally. The perceived backing of the Singapore Government further reinforces the likelihood of the merger going through, as seen with past consolidations like the Seatrium merger.
The merger is considered beneficial for all parties involved:
How It Benefits Everyone
1. A Stronger Nation and Economy
2. Benefits for Both Companies (CapitaLand & Mapletree)
3. Benefits for CLI Shareholders
Structure of the Merger
The most likely structure would involve:
While challenges exist in getting all minority shareholders to agree to the exact terms, the overwhelming strategic alignment and the backing of Temasek make a successful outcome highly probable.
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| 26-Jan-2026 11:23 |
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Masters of the SEAS: KEPPEL, SCI, SEATRIUM, YZJSB
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Some unbelievable teasers.... Based on the latest forecasting models and technical analyses for Sembcorp Industries, the projected share prices for 2026 and 2030 are as follows:
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| 26-Jan-2026 10:23 |
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Masters of the SEAS: KEPPEL, SCI, SEATRIUM, YZJSB
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" Singapore doubles down on AI with S$1b R& D push amid US, China dominance. https://www.businesstimes.com.sg/companies-markets/singapore-doubles-down-ai
IF this gets to bear and Sembcorp truly gets to build the core AI engineering capabilities for the State Authorities, and be truly involved in the AI relevant industry, it will surely benefit enormously from the AI boom, considering the edge it holds being a prominent energy service provider...... if the so-called high profile analysts still cannot see this, they will always be smelling the back of the unbelievable black market gangsters.... |
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| 25-Jan-2026 14:53 |
CapitaLand
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A marriage made in heavens, a price in clouds 9?
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juz note, u don' t have much time....April is just round the corner.... don' t underestimate this......this T' s mega restructuring is the biggest garment initiative since the setting up of GIC and Temasek.....
Temasek' s massive restructuring, scheduled for April 1, 2026, primarily involves an internal reorganization into three distinct investment entities: Temasek Global Investments (TGI), Temasek Singapore (TSG), and Temasek Partnership Solutions (TPS). While the official announcement focuses on leadership and internal structural shifts, several specific companies and sectors are likely targets for consolidation, divestment, or closer management under these new units:
1. Possible Mergers
Temasek may combine some of its biggest businesses to make them stronger:
2. Singapore " Stalwarts" (The Core Companies)
A new group called Temasek Singapore (TSG) will focus on helping Singapore&rsquo s biggest brands grow and survive challenges like Artificial Intelligence. These companies include:
3. Selling Smaller Assets
Temasek wants to focus on fewer, larger deals. Because of this:
4. Technology and AI
Temasek is putting a big focus on its tech companies like Aicadium and minden.ai. These firms will likely work more closely with the " Stalwarts" (like SIA or DBS) to help them use new technology.
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| 25-Jan-2026 12:46 |
CapitaLand
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A marriage made in heavens, a price in clouds 9?
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And I wasn' t joking about Keppel being the " best man" in this preordained marriage...... the black market people don' t play a fool with such important matters of national interests ....... https://www.sharejunction.com/sharejunction/listMessage.htm?topicId=21882& searchString=& msgbdName=Others& topicTitle=Masters%20of%20the%20SEAS:%20KEPPEL,%20SCI,%20SEATRIUM,%20YZJSB |
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| 25-Jan-2026 12:26 |
CapitaLand
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A marriage made in heavens, a price in clouds 9?
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The black market has an unbelievable eight dollar target if truly happened......
A potential merger is expected to benefit
CapitaLand Investment (CLI) as increased scale acts as a positive catalyst for its underperforming share price. For the REITs, the impact is mixed, and they would likely need to consolidate to manage conflicts of interest.Benefits and Share Price Boost for CLI
Analysts widely view a potential merger as a positive catalyst for CLI' s share price due to:
Impact on the REITs
The impact on the various Singapore REITs (S-REITs) under both sponsors is more nuanced. The REITs are independently managed, and unitholders would need to vote on any proposed mergers:
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| 25-Jan-2026 12:06 |
CapitaLand
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A marriage made in heavens, a price in clouds 9?
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A potential merger between CapitaLand Investment (CLI) and Mapletree Investmentsin 2026 is possible but remains in early stages. It is driven by their common parent, Temasek Holdings, to consolidate and create a stronger global real estate entity.
Key Drivers
Benefits for CapitaLand and Mapletree
Impact on REITs
Government and Temasek' s Role
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| 25-Jan-2026 00:11 |
Others
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Masters of the SEAS: KEPPEL, SCI, SEATRIUM, YZJSB
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I m not joking when I suggest that the gangsters are shouting that Sembcorp will be an unbelievable ten..... soon you will k now why.... its inevitable, not if but when... here' s a glimpse....
Singapore doubles down on AI with S$1b R& D push amid US, China dominance. Authorities will partner industry players such as Changi Airport Group and Sembcorp to build core AI engineering capabilities . https://www.businesstimes.com.sg/companies-markets/singapore-doubles-down-ai-s1b-rd-push-amid-us-china-dominanceSembcorp Industries (SCI) is currently moving from a local utility company to a major global energy leader. By 2026, four massive changes are coming together to " catapult" the company to the next level.
1. The AI Boom: A New Growth Engine
The Singapore government' s S$1 billion AI commitment (2025&ndash 2030) is a generational game-changer. Sembcorp is a lead partner, meaning:
2. Going Global: The Alinta Acquisition
Sembcorp is spending A$6.5 billion to buy Alinta Energy in Australia. This is a " transformational" deal because:
3. Future Energy: Hydrogen and Nuclear
Sembcorp is preparing for a world without carbon:
4. Stock Performance and Financial Outlook
Market experts are very positive about these changes for 2026.
Key Takeaway: The government&rsquo s AI partnership is the " brain" of Sembcorp' s future, while the Alinta deal and hydrogen plants are the " muscle." Together, they make Sembcorp a global heavyweight that is perfectly positioned to profit from the AI and green energy revolution.
You have to agree this is another unbelievable prediction that no analyst ever thought of......that is why you have to believe that the gangstersunbelievable ten has to be believable... dyoddd any way, these are from the gangsters by the way.....
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| 23-Jan-2026 00:12 |
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In REITS we TRUST
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If you must know....... Tata set to invest US$11 billion in Maharashtra AI Innovation City. The investment will include a data centre.
https://www.businesstimes.com.sg/international/tata-set-invest-us11-billion-maharashtra-ai-innovation-city CapitaLand India Trust (CLINT) is highly likely to benefit indirectly from the Tata Group' s investment due to its existing presence and development of data centers and business parks in Navi Mumbai and Pune, Maharashtra. The large-scale tech investment in the region is expected to drive overall demand for related real estate assets
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| 22-Jan-2026 22:29 |
Others
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Masters of the SEAS: KEPPEL, SCI, SEATRIUM, YZJSB
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Data centre player Equinix funds study on nuclear energy tech for Singapore, including floating plants. It will also assess the feasibility of small modular reactors aims to provide ' data-driven' insights. https://www.businesstimes.com.sg/companies-markets/data-centre-player-equinix-funds-study-nuclear-energy-tech-singapore-including-floating-plants Both Sembcorp Industries and Keppel Ltd are primary contenders to benefit from Equinix-funded nuclear feasibility studies, as both were identified by analysts in 2025 as the likely leaders to bid for future nuclear projects in Singapore.
Sembcorp: Strategic Energy Partner Sembcorp is uniquely positioned due to its deep operational ties with Equinix and its role as a leading utility provider.
Keppel: Floating & Infrastructure Specialist
Keppel remains a vital player, specifically for the " floating plants" mentioned in the Equinix study.
Keppel secures 25-year fibre pair deal on Bifrost Cable System with global telco. The trans-Pacific system began carrying commercial traffic in December 2025. https://www.businesstimes.com.sg/companies-markets/data-centre-player-equinix-funds-study-nuclear-energy-tech-singapore-including-floating-plants These Singapore winners can benefit from AI boom, power crunch: Morgan Stanley. LNG prices are expected to fall to two-decade lows by 2027 based on Morgan Stanley estimates, helping Asia to achieve about US$100 billion in energy cost savings. Keppel and Sembcorp were flagged as prime beneficiaries of this trend, with Morgan Stanley highlighting them in its " Most Preferred" list of energy equities. https://www.businesstimes.com.sg/companies-markets/energy-commodities/these-singapore-winners-can-benefit-ai-boom-power-crunch-morgan-stanley Keppel bags 720 MW power bank for AI data centre campus near Melbourne. The group is in ' active discussions with hyperscalers and neoclouds' on the site&rsquo s future capacity https://www.businesstimes.com.sg/companies-markets/keppel-bags-720-mw-power-bank-ai-data-centre-campus-near-melbourne |
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| 22-Jan-2026 17:15 |
AEM SGD
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AEM (+Venture, UMS) the most AI-relevant SGX stock
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Not now........first swallow all that i gonna feed you until in time to come, your throat will be swollen and you will be left speechless, with what you see of the rise in value of these three AI relevant stocks..........juz like the black market gangsters, this AI phenomenon is gonna be truly unbelievable.......Follow them and ride forward, or be left behind forever...... As of 2026, the AI revolution has shifted from software development to massive physical infrastructure scaling. Companies like AEM, UMS, and Venture Corp are critical to this AI Revolution because they provide the precision hardware, testing, and manufacturing services required to produce increasingly complex AI chips and server infrastructure. The AI boom relies on these three companies to turn AI software into physical reality. While others design chips, these firms build and test the hardware required to run them. 1. AEM (Testing the Brains) As AI chips become more powerful, they also become harder to build correctly.
2. UMS (Building the Machines) You cannot make AI chips without specialized machines. UMS builds the precision parts for those machines.
3. Venture Corp (Assembling the System) Venture is the high-tech factory that puts the AI ecosystem together.
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| 22-Jan-2026 08:50 |
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AEM (+Venture, UMS) the most AI-relevant SGX stock
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As the world moves rapidly into the AI era, massive infrastructure spending is creating significant indirect opportunities for semiconductor and electronics manufacturing leaders. Total AI infrastructure spending is projected to reach
$490 billion in 2026 alone. While companies like AEM Holdings, UMS Integration, and Venture Corporation may not be direct parties to recent high-profile deals&mdash such as OpenAI' s $10 billion alliance with Cerebras Systems for 750 megawatts of computing power&mdash they remain essential beneficiaries of the broader " AI mega trend"
OpenAI signed a multiyear deal to use hardware from Cerebras Systems for 750 megawatts&rsquo worth of computing power, an alliance that will support the company&rsquo s rapid build-out of artificial intelligence (AI) infrastructure. https://www.trendingtopics.eu/openai-signs-10-billion-deal-with-cerebras-for-massive-inference-power/#:~:text=Financial%20Dimension%20and%20Market%20Context,has%20not%20yet%20been%20finalized. TSMC, the world' s main producer of advanced AI chips, on Thursday posted a forecast-smashing 35 per cent jump in fourth-quarter profit to record levels, predicted robust growth this year and flagged more US manufacturing capacity was in the works. Riding high on what it calls the &ldquo AI mega trend&rdquo , TSMC said its customers were &ldquo providing strong signals&rdquo and reaching out directly to request capacity. https://www.businesstimes.com.sg/international/global/tsmc-smashes-forecasts-record-profit-flags-more-us-factories Alphabet briefly hit US$4 trillion in market valuation on Monday (Jan 12), as the Google parent&rsquo s sharpened artificial intelligence (AI) focus allayed doubts about its strategy and thrust it back to the forefront of the high-stakes race. In the latest sign that its efforts were paying off, Alphabet said the next generation of Apple&rsquo s AI models will be based on Google&rsquo s Gemini under a multi-year deal. https://www.businesstimes.com.sg/international/global/alphabet-hits-us4-trillion-valuation-ai-refocus-lifts-sentiment OpenAI is in initial discussions to raise at least US$10 billion (S$12.9 billion) from Amazon.com and use its chips, a potential win for the e-commerce giant&rsquo s effort to broaden its artificial intelligence (AI) sector presence and compete with Nvidia. https://www.straitstimes.com/business/companies-markets/openai-in-talks-to-raise-at-least-12-9-billion-from-amazon-and-use-its-ai-chips Samsung Electronics&rsquo quarterly profit more than tripled to a record high after global demand for AI servers sharply lifted memory chip prices. Memory makers like Samsung are diverting production away from everyday tech to build more lucrative high-end chips for AI giants like Nvidia amid a global rush to roll out massive data centres. That has created a severe shortage in standard memory for laptops and servers, causing prices for both DRAM and NAND to surge https://www.straitstimes.com/business/companies-markets/samsung-expects-q4-operating-profit-to-triple-to-record-high-on-chip-shortage?ref=search-results An investor group including Singapore&rsquo s Temasek, BlackRock, Microsoft and Nvidia is buying one of the world&rsquo s biggest data centre operators with nearly 80 facilities in a deal worth US$40 billion (S$51.8 billion) to secure coveted computing capacity for artificial intelligence (AI). The deal is the biggest-ever data centre transaction as companies race to lock in AI computing power. https://www.straitstimes.com/business/companies-markets/temasek-nvidia-part-of-group-buying-51-8-billion-ai-data-centre-operator-in-record-breaking-deal?ref=search-results Intel&rsquo s dramatic rally to start the year shows investors are increasingly optimistic about the chipmaker gaining new foundry customers, putting it back into the artificial intelligence trade it appeared to abandon in 2024. https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/intel-extends-comeback-investors-bet-foundry-growth Micron Technology has signed a letter of intent to buy a fabrication site in Taiwan from Powerchip Semiconductor Manufacturing for US$1.8 billion to expand its memory chip production. https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/micron-buy-taiwan-chip-fabrication-site-us1-8-billion?ref=article-see-also Nvidia supplier Micron Technology said an ongoing memory chip shortage has accelerated over the past quarter and reiterated that the crunch will last beyond this year due to a surge in demand for high-end semiconductors required for artificial intelligence (AI) infrastructure. https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/micron-says-ai&mdash driven-memory-crunch-unprecedented?ref=article-bottom-more-in-companies-markets_telcos-media-tech |
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