Philippine retail, supply chain, and business technology news
Commentary from the PH Tech & Business Wire desk and contributors.
Days into its IPO roadshow paperwork, GCash's parent confessed that licensed online gaming still flows through its rails—and that regulators might cut it off. The filing is honest. Leaving out the percentage, while PAGCOR quietly grieves the delink, is the performance.
In its latest annual filing, Oracle warned that tens of billions in AI infrastructure capex could strand capacity, default on customer bills, and leave hyperscalers holding the bag. PLDT, Globe, and Ayala are borrowing heavily to chase the same boom - from a country that still cannot keep the lights on reliably.
Mynt's board has authorised the country's most anticipated listing in years. The Philippine Stock Exchange, which managed just two IPOs in 2025, will be relieved. Whether retail investors should be is another question entirely.
Moving from a static 1D barcode to a dynamic 2D barcode is not a simple graphic design update. For fifty years, brands have printed millions of identical packages with a static EAN code stamped in the corner. To switch to a dynamic 2D barcode, a manufacturer has to print a unique, high-resolution QR code on every single package in real time on a fast-moving production line.
The Wall Street Journal reports that Anthropic is pacing toward its first profitable quarter on a non-GAAP basis, projecting billions in revenue. However, a deeper dive into recent tech financial reports reveals a "comically codependent" accounting loop: hyperscalers are pumping massive capital into AI labs, marking up their own private equity stakes to book billions in "other income," and watching that exact same cash cycle straight back into their cloud infrastructure buckets as compute fees.