Asia Markets Weigh AI Revenue, Chip Demand and Geopolitical Risks

I examine the market response to fresh questions about AI company revenue and the scale of infrastructure investment. The coverage combines market updates and interviews on technology, energy, monetary policy and trade across Asia and beyond.

■ AI investment and technology
- OpenAI revenue estimates, AI spending and the shelved Firmus IPO
- Lumentum’s optical-component demand, capacity expansion and supply-chain risks
■ Markets and policy
- U.S. and Japanese rates, oil-market volatility and Iran-related developments
- China–EU trade tensions, visa policy, China’s power grid and Macau tourism

For investors and business watchers, these segments provide context on the indicators and risks shaping current market discussions. Viewers can use the coverage to track AI revenue alongside capital spending, and weigh supply-chain, energy and policy developments when following Asian markets.