Business News

On April 3, 2026, Microsoft announced a 1.6 trillion yen (about $10 billion) investment in Japan for 2026-2029, built on three pillars: technology, talent (1 million engineers by 2030), and trust. Sakura Internet's stock rose as much as 20%. A neutral look at AI infrastructure becoming a national contest.

June 20, 2026

SoftBank Group's FY2025 net profit reached about ¥5 trillion—the largest ever for a Japanese company. But much of it is the rising value of its OpenAI stake: a year-end fair value of $79.6B against a $34.6B cost. We read this record result through the lens of "paper gains" and the structure of an all-in bet.

June 19, 2026

Combined 2026 capex at Microsoft, Google, Amazon and Meta is set to reach about $725 billion—up 77% year on year. OpenAI's Stargate alone targets $500 billion. We break down why the giants are betting this hard, the risks from memory-price inflation and cash drain, and what business readers should watch.

June 19, 2026

PwC's six-country survey (February 2026) shows generative AI adoption among Japanese firms has climbed to 87%. But only 40% have turned that investment into financial results—the lowest of the six. Why does Japan, now level on adoption, stumble at the "value creation" and "value capture" walls?

June 19, 2026

NVIDIA's quarterly earnings, reported in May 2026, were a record: $81.6 billion in revenue and a 92% jump in Data Center. Yet the stock fell despite the beat. We unpack what is happening behind the record numbers—the durability of AI infrastructure spending and what it means for businesses.

June 19, 2026

Leaked audited financials reveal a striking paradox: record losses sitting alongside more than tripling revenue. Here is why OpenAI keeps burning cash to grow, what its path to profit looks like, and what it means for businesses.

June 18, 2026