
Good morning from Hong Kong.
Jeremy Kahn’s fascinating Fortune cover story on Satya Nadella opens with a vignette from the Microsoft CEO’s recent whirlwind trip through Southeast Asia. He stopped in Malaysia and Indonesia, where he announced billion-dollar investments, as well as Thailand, where he promised “significant commitments” to open a new data center.
Nadella is among a parade of Fortune 500 CEOs who have trooped through Southeast Asia in recent months. In April, Apple CEO Tim Cook traveled to Vietnam, Indonesia and Singapore, promising new spending in the region. In December, Nvidia CEO Jensen Huang swept through Malaysia and Vietnam, declaring the latter country destined to become the chipmaker’s “second home.”