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AI INFRASTRUCTURE
AI race may depend more on access to power, infrastructure than chip supply: Morgan StanleyThe assessment comes as rapid investment in AI infrastructure threatens to outpace the availability of electricity, raising concerns that s...- Rising borrowing costs signal funding risks for global AI expansion: Jefferies reportAs the financial markets grapple with emerging pressures, substantial investments in artificial intelligence infrastructure are evident. Co...
- AI race may depend more on access to power, infrastructure than chip supply: Morgan StanleyAccording to Morgan Stanley's latest analysis, the burgeoning AI infrastructure market is on track to experience a dire electricity shortfa...
- Rising borrowing costs signal funding risks for global AI expansion: ReportFinancial markets are facing elevated credit risks, particularly for firms operating in the artificial intelligence infrastructure sector. ...
- As India buys more AI chips, the real test is to keep them runningIndustry leaders said businesses must pay closer attention to the systems around their processors, which actually decide the return on thei...
- MENA must classify AI data centres as critical loads, overhaul power planning amid rising demand: WEFThe World Economic Forum has highlighted the urgent need for countries in the Middle East and North Africa to refine their energy strategie...
- Chip selloff deepens Wall Street losses as doubts grew over AI returnsA significant selloff in semiconductor stocks affected major US indexes amid rising concerns regarding AI investment returns. The Nasdaq 10...
- AI debt crisis? CoreWeave sell-off rattles tech investorsCoreWeave’s share and bond sell-off has intensified concerns over the debt financing behind the AI infrastructure boom. With around $50 bil...
- AI stock selloff eases as investors buy on dips amid falling bond yieldsA selloff in risky AI-linked stocks eased as buyers returned to technology amid falling bond yields. CoreWeave experienced significant stoc...
- CoreWeave's slump puts spotlight on debt behind AI boomThe loss-making AI cloud company, burdened with about $50 billion in debt, has become the poster child for mounting concerns that the data ...
- Big Tech wants to build more AI data centres across America. Why local communities are pushing back against the costs of the AI revolutionCities across America are imposing temporary moratoriums on data centre approvals to address infrastructural concerns. Local governments ar...
- Zetwerk IPO subscribed 0.23 times on day 1The QIB (qualified institutional buyer) segment was subscribed 0.30 times, the NII (non-institutional investor) component 0.09 times, and t...
- US stocks: CoreWeave's slump puts spotlight on debt behind AI boomCoreWeave's financial distress is highlighted by its $50 billion debt and significant default risks, causing stock prices to drop. Investor...
- Adani, Jabil sign MoU for AI & data centre equipment JVAdani Enterprises and Jabil are forming a joint venture to manufacture artificial intelligence and data centre equipment in India. This ven...
- Adani Enterprises, Jabil sign pact for AI, data centre hardware joint ventureAdani Enterprises and Jabil have signed a Memorandum of Understanding to establish a joint venture in India. This venture aims to manufactu...
- High data centre, chip costs and cheaper AI models pose risks to capacity usage: Infosys CEOHigh data centre and chip costs, coupled with emerging AI models offering cheaper inference, pose risks to AI infrastructure investments an...
- Scaleway to build AMD-powered AI supercomputer in SwedenScaleway is embarking on an ambitious project to build an AI supercomputer in Sweden, which will significantly bolster the European AI infr...
- Global Market: AI trade faces biggest test yet as chip stocks tumble across AsiaAsian AI stocks tumbled as rising bond yields, higher financing costs, and concerns over excessive infrastructure spending weakened investo...
- NVIDIA opens AI data centre designs as it pushes for industry-wide standardsNVIDIA is collaborating with Google, Meta, AMD, and Cisco to set standards for AI data centres. This partnership aims to create common blue...
- US AI infra demand driving Zetwerk’s order book growth: CEO Amrit AcharyaAcharya added that the perception that India has been missing from the AI infrastructure supply chain had weighed on sentiment towards the ...
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