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AI INFRASTRUCTURE
Nokia: How a forgotten stock from Finland doubled investors wealth in AI comeback storyNokia shares have doubled in 2026 as investors increasingly view the company as an AI infrastructure player. Strong cloud and AI orders, br...- Crusoe in talks to raise $3 billion funding: reportThe startup has contracts to supply AI computing power for the likes of Meta and Oracle, the report said, as technology giants spend bill...
- Meta's Mark Zuckerberg says AI agent tech progressing slower than expectedZuckerberg and other Meta executives have been seeking to moderate some of the organizational changes introduced earlier this year, witho...
- US Stocks: Micron, Intel and other chip stocks fall up to 11% after record-breaking rallyChip stocks experienced a significant downturn, with major AI rally leaders seeing sharp profit-taking after a record quarter. The VanEck S...
- No longer magnificent? How Apple, Microsoft and other Mag 7 stocks are crumbling under AI pressureThe Magnificent Seven are underperforming as investors question whether massive AI spending will generate adequate returns. With $2.3 trill...
- AI chip demand stays strong, but component shortages emerge as next challenge: NomuraThe artificial intelligence (AI) boom is entering a new phase where the biggest challenge is no longer demand for AI chips but shortages of...
- A coastal city in the south is quietly powering India's AI futureVisakhapatnam is emerging as India's next AI infrastructure hub, attracting massive investments from tech giants like Google and Reliance. ...
- Dell is significantly expanding its domestic server manufacturing footprint in IndiaDell Technologies continues to strengthen its manufacturing footprint in India, with significant local contribution across key Infrastructu...
- OpenAI offers 5% stake to Trump administration: reportThe proposed arrangement would involve other U.S. AI companies handing over a similar stake to the government, The Financial Times reporte...
- India emerges as AI opportunity hub, but UN panel warns of gaps in infrastructure, talent and safeguardsA UN-backed panel's initial report highlights India's AI healthcare successes but warns of a growing 'AI divide'. While India possesses tal...
- Oaktree-backed ITG jumps in Nasdaq debut, signaling strong AI infrastructure demandThe debut adds to signs that investor appetite for companies supporting the AI buildout remains robust, as hyperscalers and technology fir...
- Ex-Intel exec Raja Koduri's OXMIQ raises $35 million to build licensable AI chip architectureAI chip startup OXMIQ, founded by former Intel executive Raja Koduri, has secured $35 million in Series A funding. The company aims to demo...
- US Stocks: Meta building cloud business to sell AI computing, says report; shares riseMeta Platforms is reportedly exploring a move into the cloud computing business, aiming to lease out its surplus AI computing power. This s...
- AI sovereignty hinges on domestic compute, governance capacity: UN AI panelThe report, published by the Independent International Scientific Panel on AI, which was established by the UN General Assembly last year a...
- The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chipsDBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...
- Vocus plans $343 million Sydney-Melbourne fibre link to meet AI demandMacquarie-backed Vocus is set to invest A$500 million in a new fibre network connecting Sydney and Melbourne by 2029. This pioneering ducte...
- Inside Qualcomm's AI Strategy: Opportunities, risks & outlookQualcomm is transforming into an AI infrastructure leader, targeting growth in data centers, automotive, and IoT. Success depends on execut...
- AI adoption gains momentum, returns emerge but infra lags: Industry executivesIndia’s greatest opportunity lies in domain-specific small language models, argued panellists at The Economic Times AI Vantage Roundtable.
- Australia's Firmus Technologies strikes AI access deal with NvidiaFirmus said the deal would see it buy Nvidia infrastructure and sell Nvidia‑powered cloud services to "AI Native" customers, among others...
- OpenAI unveils custom chip it designed with Broadcom to boost its AI infrastructureOpenAI has unveiled its first custom AI chip, Jalapeno, developed with Broadcom to boost its infrastructure. This move aims to overcome com...
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