BMI

Cloud growth becomes key measure of AI returns for US tech giants – BMI

Revenue growth from cloud computing has emerged as the main measure of whether major US technology companies are turning heavy artificial intelligence (AI) investments into returns, as investors increasingly scrutinize cash flow and the cost of expanding infrastructure, BMI Country Risk and Industry Research said on last Friday. 

EV supply chains dominate APAC automotive investment as focus shifts to components

Investment in Asia-Pacific's automotive manufacturing sector is increasingly shifting towards electric vehicle (EV) supply chains, battery technologies and component production, rather than vehicle assembly, as manufacturers strengthen local production capabilities and position themselves for the transition to next-generation mobility, BMI Country Risk and…

Data centers to strain power supply across four Asian hubs – BMI

Data centers in Johor, Sydney, Melbourne and Batam could absorb most of the additional electricity generation planned for their respective markets over the coming years, raising concerns over power availability as cloud computing and artificial intelligence (AI) workloads expand, according to BMI Country Risk and Industry Research.

AI capex boom remains an important growth driver for APAC 2027 growth – BMI

The artificial intelligence (AI) investment cycle remains the key positive driver of Asia-Pacific growth in 2027, BMI Country Risk and Industry Research said on last Thursday. 

Singapore EV sales seen rising 34 percent in 2026, BMI says

Singapore’s electric vehicle (EV) transition is entering a more mature, policy-dependent phase, with sales forecast to rise 34.3 percent in 2026 as government incentives, cheaper models from China and expanding charging infrastructure support adoption, BMI Country Risk And Industry Research said on Thursday.

Asia’s grid investment accelerates, but Indonesia and Thailand risk falling behind – BMI

Grid investment is accelerating across developed East Asia as power networks struggle to keep pace with rapid renewable energy deployment, while slower spending in Indonesia and Thailand risks constraining renewables growth and widening the gap with regional peers, BMI Country Risk and Industry Research said.

Asia EV adoption broadens as China weighs on vehicle sales – BMI

Electric vehicle (EV) adoption across Asia-Pacific is set to broaden beyond China into India, Thailand, Indonesia, Malaysia and Vietnam, even as weaker demand in Mainland China weighs on overall regional vehicle sales in 2026, BMI Country Risk and Industry Research said on Monday.

Philippines data center pipeline expands as AI demand drives larger campuses – BMI

The Philippines is set for a significant expansion of data center capacity, with 221MW of planned projects and 43MW under construction, as operators increasingly develop larger, higher-density facilities designed to support artificial intelligence (AI) workloads, BMI Country Risk and Industry Research said on last Friday.

Asian markets tighten scrutiny on AI demand as grid strain lifts thermal power’s upside – BMI

Asian markets have tightened scrutiny on artificial intelligence (AI) demand as grid strain lifts thermal power's upside, BMI Country Risk and Industry Research said on Thursday.

Philippine EV adoption to accelerate despite charging infrastructure constraints – BMI

BMI Country Risk and Industry Research has forecasted electric vehicle (EV) sales in the Philippines to increase by 11.2 percent year-on-year in 2026, from 29,479 units to 32,776 units.