Singtel raises guidance, says fairly insulated from Nvidia

Singtel raised its full year earnings guidance as first half underlying net profit rose 10 percent to S$1.49 billion, and group chief financial officer Arthur Lang said the company is fairly insulated from the turmoil at Nvidia, with only a small share of its data centre capacity exposed to neocloud customers.

Why it matters: Singtel is one of Asia's largest data centre and telecom operators and a named partner in the region's AI buildout, so its guidance raise and its limited Nvidia linked exposure are an early regional read on whether the Nvidia shock is spreading beyond the chipmaker's direct customers.

Data as of Dow Jones Newswires flash of November 13, 2026 (Singapore time), read via TradingView, for the first half figures and the guidance raise; Bloomberg's article of November 12, 2026 is paywalled to this reader beyond its headline and published takeaways, from which the Lang quotation and the neocloud exposure detail are taken. The raised guidance's exact new range was not read in either source and is not stated here. Developing item.

Singtel raised its full year earnings guidance on Friday (Singapore time) as it reported first half results for the six months to September 30: underlying net profit rose 10 percent to S$1.49 billion on operating revenue of S$7.29 billion, up 6 percent, while headline net profit fell 55 percent to S$1.54 billion, from S$3.40 billion a year earlier, Dow Jones Newswires reported. The board approved an interim dividend of 9.0 Singapore cents a share.

Asked about the upheaval at Nvidia, group chief financial officer Arthur Lang told Bloomberg Television the company is “fairly insulated,” with only a small share of its data centre capacity exposed to neocloud customers that may be linked to the chipmaker, though Singtel is “keeping a very close eye” on the situation.

Singtel raises guidance, says fairly insulated from Nvidia

Sources