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Chris Wood’s big warning: The specific risk that will finally trigger the end of AI tradeJefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot ge...
Need to de-risk single-point failures in global AI supply chains: US officialAccording to a high-ranking official from the US, there is a strong partnership between India and the US in fortifying global AI supply cha...
Cummins India to invest more in green techCummins India is aggressively investing in electric, fuel blending, and hydrogen technologies to secure growth beyond 2030 and counter risi...
Samsung readies $648 billion bet, report says, as AI boom reshapes South KoreaThe investment, which would include AI data centers, batteries and displays, will be announced at a meeting with President Lee Jae Myung at...
Living on borrowed AI won’t end well for India, warn expertsIndia's reliance on foreign-controlled advanced AI models, like Anthropic's, is under scrutiny after a US government directive suspended ac...
India’s development ladder after AI: What comes next?India’s future prosperity may increasingly depend on empowering its smaller economic units to become more productive using AI.
South Korea's Kospi surges 6% as chip stocks rebound. Here are two major triggersSouth Korea’s KOSPI surged as much as 6% to an intraday high of 8,982, extending gains for a second straight session and recovering sharply...
ByteDance rolls out paid subscriptions for China's largest AI chatbotChinese tech giant ByteDance has launched paid subscriptions for its popular AI chatbot, Doubao, a move aimed at monetizing its vast user b...
India at risk of AI blackout? Why Bernstein wants India to have its own DeepSeekBernstein has warned that India risks an "AI blackout" if it remains dependent on foreign AI models, urging the country to develop its own ...
Oil, AI and chips: The new resource race redrawing markets and nationsThe leap to a $5 trillion valuation for Nvidia underscores a dramatic paradigm shift: semiconductors have become the driving force of globa...
US Stocks Today | Chip stocks plunge, but bargain-hunters stem losses in other tech namesUS chip stocks experienced a significant tumble, impacting the broader market and wiping out billions in value. While tech giants like Nvid...
Kunal Shah’s WhatsApp win; India bourses insulated from AI boomIn bagging the top job at WhatsApp, Cred’s Kunal Shah has done what no Indian entrepreneur could do. This and more in today’s ETtech Top 5.
3 AI stocks outweigh all of India: Why this concentration is sounding EM alarm bellsTwo Asian markets are heavily reliant on AI chipmakers, with TSMC, Samsung, and SK Hynix dominating emerging market indices. This concentra...
AI's hidden thirst: Why India must align AI and renewable energy policyIndia's AI ambitions face a critical water challenge, with data centre expansion demanding significant resources. While on-site cooling has...
D2C brands turn to WhatsApp to win new customersWhatsApp is increasingly becoming a customer acquisition channel for India’s D2C brands rather than just a platform for customer support an...
India's m-cap tops $5 trillion, climbs back into global top sixIndia's stock market value has crossed the $5 trillion mark. This surge has placed India back in the sixth position globally. The rebound f...
AI use in UK hits 'tipping point' as companies scale up, Google exec saysBritain is now at a crucial stage for artificial intelligence adoption. Companies are moving beyond just testing AI tools to using them for...
ET Alpha Wealth Summit | Kotak's Nilesh Shah bets on India's electrification story over next decade; flags AI as the wildcardIndia's energy self-sufficiency is a decade-long investment theme, driven by aggressive electrification to reduce import dependence. Expert...
AI euphoria to end? Chris Wood warns mega IPOs, bond pressures may trigger tech correctionJefferies strategist Christopher Wood has warned that the AI-driven stock rally may face a near-term correction amid rising bond yields, cr...
AI workloads push data centres to upgrade fire and cooling systemsData centres are significantly upgrading fire safety, cooling, and electrical systems following a recent Google Cloud incident. The surge i...