AGP Executive Report
Last update: an hour agoAI Infrastructure: NTT Data is nearing a deal to build Anthropic’s first Japanese data center, a project that could cost ¥1 trillion and draw up to 500 megawatts of power from 2028. Asia Expansion: LG CNS and KDDI will combine AI and telecom capabilities to pursue smart-city and digital-transformation projects across Asia-Pacific. Market Pressure: SoftBank’s record $11 billion junk-bond sale underscores the cost of Masayoshi Son’s AI push as investors question when the spending will pay off; chip stocks also tumbled on doubts about AI investment returns. Prices and Rates: Japan’s producer-price inflation eased to 6.8% in September, while the BOJ is seen leaning against another rate hike this month. Corporate Deals: Omron agreed to buy US industrial-PC maker OnLogic for about $675 million, while foreign buyers helped push Japan’s M&A activity to a record.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result. Feedback is welcome. Please let us know if you have any comments or suggestions about the AGP Executive Report.