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AI CHIP DEMAND
Nvidia's stock is flashing a warning sign as valuation dropsNvidia Corp's stock currently trades at less than 17 times its projected profit for the upcoming year, marking a notable decline from earli...- Global AI trade roars back as Meta’s personal agent fuels optimismGlobal AI stocks and chipmakers rallied following the strong debut of Meta's Muse AI agent. The surge boosted semiconductor shares like Sam...
- Alibaba plans AI model with 5 trillion to 10 trillion parameters, unveils new chipSpeaking at Alibaba Cloud's annual Apsara Conference in Hangzhou, Wu said the company's Qwen team was continuing research into model archit...
- AMD briefly tops $1 trillion market cap as AI push fuels record rally, shares up 9%Advanced Micro Devices briefly crossed one trillion dollars in market capitalization. This milestone placed AMD among elite chipmakers reac...
- AMD becomes latest chipmaker to reach $1 trillion valuation on AI demandAdvanced Micro Devices soared past $1 trillion in market capitalisation for the first time on Monday, joining a small group of chipmakers t...
- ISM 2.0: Several chip companies plan to invest in India in 6 months, says Ashwini VaishnawIndia’s second semiconductor mission has drawn nearly $12 billion in industry interest, with investments expected to begin within six month...
- India has a once-in-a-generation semiconductor demand window: Infosys SVPSpeaking at SEMICON India 2026, Meghal said the traditional semiconductor pipeline is breaking amid massive shifts driven by artificial int...
- India has a once-in-a-generation semiconductor demand window: Infosys SVP Vikram MeghalIndia is experiencing a "once-in-a-generation demand window" in semiconductors and must shift from "Engineered in India" to "Invent in Indi...
- AI infrastructure provider Crusoe valued at $30.9 billion in latest funding roundThe Series F round was co-led by Atreides Management, Mubadala Capital and Valor Equity Partners, alongside significant backing from new an...
- Global Market: China stocks rally 1% as Trump-Xi meeting raises trade hopesChina’s stock markets rose strongly as investors anticipated progress in upcoming US-China trade talks between Donald Trump and Xi Jinping....
- Chinese AI not powerful enough to see rogue-AI risks, says HuaweiSome Chinese commentators have portrayed proposals to "pace" frontier AI development as an attempt to constrain rivals that remain behind l...
- Nebius hikes AI cloud prices again as demand for computing power soarsDemand for computing capacity to train and run AI models is surging; rival CoreWeave said earlier in the day that it is signing contracts a...
- Micron to scale up assembly and testing of semiconductors at India unit multifold next yearIndia's semiconductor policy push has given the industry a strong foundation it didn't have, and the nation has moved from vision to execut...
- Micron to scale up India chip assembly multifold next year as semiconductor mission shifts to executionMicron CEO Sanjay Mehrotra said the company will scale up semiconductor assembly and testing at its Sanand facility multifold next year, as...
- From phones to fabs: India is building its semiconductor muscleIndia's semiconductor strategy is widening from fabs to a complete ecosystem. The nation is building capabilities across design, packaging,...
- Huawei's Xu says Chinese AI not powerful enough yet to see frontier risksHis comments come as alarm over AI safety has intensified in the United States, where leading developers and researchers have warned that i...
- Global AI stocks fall as industry chiefs call for slowing developmentAnthropic CEO Dario Amodei, in a lengthy essay shared on X on Saturday, called on AI companies to slow the rate at which they advance model...
- Anthropic's AI warning may weigh on chips, but trade seen intactAI executives are calling for a deliberate slowdown in the pace of advanced model development. This plea may lead to short-term pressure on...
- Global Market: Tencent-backed Enflame soars 200% in blockbuster Shanghai IPO debutTencent-backed Shanghai Enflame Technology surged nearly 200% in its Shanghai debut after raising $912 million through its IPO. Strong inve...
- Chip startup d-Matrix to use Nvidia chip-linking tech in AI serversArtificial intelligence workloads have been shifting from training AI models to running them for everyday use, a process known as inferen...
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