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AI AND ELECTRICITY DEMAND
Will India's AI multibaggers face a reality check as global bubble fears test valuations?India's AI stocks are facing scrutiny as global concerns about a tech bubble grow. Companies linked to data centers and high-performance co...- Applied Digital signs $5.2 billion AI data center lease with US hyperscalerMajor technology companies are raising their spending on data centers to support powerful artificial intelligence models, boosting demand...
- Stocks in news: Bharti Airtel, Vodafone Idea, NLC India, Motilal Oswal, HCL TechIndian markets saw a sharp decline on Monday amid global worries and geopolitical tensions. Nifty moved closer to a key support level. Seve...
- AI-driven data centre demand far outstrips supply despite record hyperscaler spending: JefferiesGlobal demand for data centres continues to significantly outpace available supply, creating a structural shortage that is expected to pers...
- Inside Switzerland’s massive underground flow battery that could power 210,000 homes for a day without lithium-ion cellsSwitzerland is building a massive underground energy storage facility, set to be one of the world's largest, by 2029. Utilizing advanced va...
- China's chipmakers emerge as rising force in AI memory market: ReportThe report highlighted that China's leading NAND flash maker, Yangtze Memory Technologies Corp (YMTC), and top DRAM producer, ChangXin Memo...
- Donald Trump, Bernie Sanders and Sam Altman are all talking about public ownership in AITrump has embraced government investment in private companies in his second term, scrambling his party's politics. His administration last ...
- European shares slip as Mideast tensions linger; tech stocks pause rallyEuropean shares edged lower, on track for a weekly dip as Middle East peace efforts remained uncertain. Technology stocks led the declines,...
- European shares slip as Mideast tensions linger; tech stocks pause rallyEuropean shares edged lower, on track for a weekly dip as Middle East peace efforts remained uncertain. Technology stocks led the declines,...
- AI fever spreads, but are markets masking economic cracks?Investors are pouring money into Artificial Intelligence, even as economic worries grow. SpaceX's massive IPO signals strong AI interest. C...
- Ola Electric’s QIP boost; AMFI benches Stable MoneyHappy Friday! Ola Electric has raised fresh capital through a QIP. This and more in today's ETtech Morning Dispatch.
- The hidden shortage threatening the AI boom - how to prepare for what comes nextAI data center power shortage: The AI boom's next frontier is electricity, shifting focus from models and GPUs to the immense power needed ...
- Gas engine maker Innio valued at $23 billion as shares jump in Nasdaq debutInnio, the innovative gas engine manufacturer, made a spectacular entrance on the Nasdaq, with its market valuation soaring past $23 billio...
- Nvidia starts shipping TSMC-backed CPO switches to tackle AI data centre bottlenecksNvidia Corp. on Wednesday announced that it has started shipping its next-generation co-packaged optics (CPO) switches, developed in collab...
- Vanguard slashes Ola value; War chokes PCB supplyAmerican investor Vanguard has sharply cut the fair value of Ola's parent company. This and more in today's ETtech Top 5.
- OpenAI CEO Sam Altman will attend G7 in FranceOpenAI chief Sam Altman will join leaders at the G7 summit in France this month. Artificial intelligence will be a major focus for discussi...
- EU plans energy standards for data centres amid concerns over soaring power useThe European Union is set to introduce minimum energy efficiency standards for data centres. This move comes as data centre power consumpti...
- DeepSeek slated to draw $7 billion in maiden fundraising, sources sayThe fundraising could value the company after the investment at between 350 billion yuan and 400 billion yuan, or between $52 billion and...
- AI paints a pretty infra pictureThe global AI race is shifting focus from models to infrastructure, power, and sovereign ecosystems, with energy efficiency becoming a key ...
- SoftBank overtakes Toyota as Japan's most valuable company on AI boomSoftBank Group has become Japan's most valuable company, surpassing Toyota Motor. This shift highlights investor excitement for artificial ...
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