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5 CÈ pieces since 4 August 2026: 2 deals, 1 intel item, 2 essays. Newest first.All companies →
Anthony Tan controls Grab on votes, not shares. He just spent US$1.49 billion buying Atome.
Tan is due to keep selling down the little Grab stock he holds directly before September 2027, on the same pre-set trading plan that took him from 400,000 shares to 28,498 in one afternoon in July, because votes, not shares, are what keep him in the chair, and the US$1.49 billion for Atome came from Grab’s account, not his.
Betting the house again? Masayoshi Son borrowed US$11.87 billion this week to avoid selling a single OpenAI share
SoftBank just borrowed US$11.87 billion rather than sell a single share of its winning OpenAI bet. It is the same instinct that turned a US$20 million wager on Jack Ma into Alibaba and floated Grab into Southeast Asia’s biggest ride-hailing company, and Sam Altman just pushed the payout past the year Son’s new debt assumed it would land.
The superapp wants the credit book: Grab in talks for control of Atome at US$2B
Bloomberg reports the discussions; no deal is agreed. Atome sits inside Advance Intelligence Group, backed by SoftBank Vision Fund 2 and Warburg Pincus, and booked US$470 million of revenue in 2025.
Compute follows the cheap land: SoftBank, SC ZEUS and Robust HPC target four ASEAN markets
The three signed a memorandum effective 1 August covering Malaysia, Thailand, Indonesia, and Vietnam. SC ZEUS builds and operates the halls, Robust HPC runs the GPU clusters, SB Telecom handles fit-out and connectivity, on liquid cooling and 800 VDC architecture.
Land, GPUs and connectivity need three owners: SoftBank signs a data-centre pact across four SEA markets
SB Telecom Singapore, SC ZEUS Data Centers and Robust HPC Group signed an MOU effective August 1, dividing land, GPU clusters and connectivity across Malaysia, Thailand, Indonesia and Vietnam.