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AI INFRASTRUCTURE
If CrAIze slows, India can play catch-upWall Street banks are now creating AI bonds as a solution to manage credit risk, reflecting investor worries over extensive borrowing for A...- Microsoft CEO Satya Nadella's warning on AI: Companies that 'outsource thinking' may not surviveMicrosoft CEO Satya Nadella cautions businesses about AI provider dependency. He urges companies to retain control over their data and AI o...
- Meta misses profit expectations, sticks to massive AI spendingThe Facebook and Instagram parent company reported free cash flow of $784 million in the second quarter ended June 30, down from $8.55 bill...
- Market Focus: Meta's higher AI budget jolts shares, signals long-term push
- US Stock Market: Arm Holdings tops Q2 forecasts on AI demand, shares fall on royalty growth concernsArm Holdings beat quarterly revenue and earnings estimates and issued a stronger-than-expected revenue forecast, supported by robust demand...
- GPT-5.6, ChatGPT Work lift OpenAI’s July ARR over Q2OpenAI's revenue growth has surpassed second-quarter levels, driven by new product launches. The company is expanding its customer base to ...
- AI companies need billing decisions in milliseconds, not monthly invoices: Flexprice CEO Manish Choudhary“Pricing is no longer just a commercial decision, it has become part of the product’s runtime behaviour,” Choudhary told The Economic Times...
- India may need $350-435 billion investment in AI, data centre infrastructure by 2030: ReportIndia requires substantial investment for its digital economy's infrastructure. AI adoption and cloud computing will drive significant data...
- Tata Communications takes the Google Duplex playbook to India’s small and medium businessesThe company is betting that subscription-based AI agents, built for specific business tasks instead of replacing call-centre workers, can h...
- Nvidia-backed neoclouds hover over India to lease data centre capacityCoreWeave, Together AI, Nebius, Lambda Labs, Crusoe and Nscale are in various stages of discussions with companies such as Sify Technologie...
- Bitcoin miner and AI firm Ionic Digital valued at $2.25 billion in Nasdaq debutShares of the company, which went public through direct listing, opened at $50 apiece, down nearly 5.7% from a reference price of $53 set b...
- Nvidia behind $50 billion lease on Texas data center, FT reportsIn an impressive move, Nvidia is reportedly set to lease Hut 8's data center in Texas, with the value of the arrangement potentially soarin...
- US faces risk of 'massive capital destruction' as Chinese AI models challenge hyperscalers: JefferiesThe United States could face "massive capital destruction" from its artificial intelligence (AI) investment boom as Chinese open-source AI ...
- Global Market: Zhongji Innolight raises $6.81 billion in Hong Kong listing, Asia’s second-biggest IPO of 2026Chinese optical components maker Zhongji Innolight has priced its Hong Kong share sale at HK$980 per share, raising HK$53.41 billion in the...
- Global Market: Samsung, SK Hynix plunge up to 11% as investors reassess AI chip boomSouth Korean chip stocks experienced sharp declines on Tuesday. Major companies like Samsung Electronics and SK Hynix saw significant drops...
- Nvidia in talks with OpenAI to guarantee $250 billion financing for data centre: WSJThe power for the project is controlled by the US government and funded separately by Japan under a recent trade deal, with US Commerce S...
- Private equity investors shift tech bets from IT services to AI startupsBankers and investors told ET that interest is expanding beyond capital-intensive AI infrastructure to applications that automate business ...
- Sterlite Tech Q1 Results: Profit skyrockets 870% YoY to Rs 197 crore as AI data centre orders lift earningsSterlite Technologies reported record quarterly revenue and profit, driven by strong AI-led demand for optical connectivity and data centre...
- Chris Wood warns of massive capital destruction in US as China challenges AI boomJefferies strategist Chris Wood warns that the AI infrastructure boom could trigger massive capital destruction as cheaper Chinese open-sou...
- How a Pennsylvania couple turns struggling hog farm into $22 million fortuneRural American land values are rapidly increasing due to AI data center expansion. A Pennsylvania family sold their hog farm for over twent...
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