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AI CLOUD INFRASTRUCTURE INVESTMENTS
Oracle plans to raise $20 billion through bonds and stock salesOracle has announced its ambitious plan to generate $20 billion through bond and share sales, focusing on both corporate needs and essentia...- AI is driving up memory prices. So why is Sam Altman questioning your PC's RAM?OpenAI CEO Sam Altman has questioned the need for large amounts of RAM in personal computers, arguing that much of the memory remains unuse...
- Besides the bubble, a big AI risk could be growing in the shadowsInvestors are worried about potential financial risks linked to Big Tech's investments in AI infrastructure. The technology sector recently...
- Wall Street tech rout deepens on doubts over AI spendingMajor US tech stocks have taken a hit as investors react to underwhelming earnings and worries about AI spending. Giants like Microsoft, Am...
- Nasdaq 100 cracks 5%, wipes out $2 trillion in October as AI spending fears deepenInvestor concerns about the high expenditures on artificial intelligence have intensified amidst rising borrowing costs. Major technology c...
- Amazon's biggest cash burn in history: Why $42 billion vanished in just a year?Amazon has reported the record losses of $42.4 billion free cash flow deficit in the last 12 months ending on September 2026 as spending on...
- Nasdaq faces $2 trillion wipeout in October as AI spending fears deepenThe wipeout would amount to slightly more than SpaceX's entire market value. The index has fallen over 5.8% so far in October as the AI tra...
- Explained: Why AI giants Google, Amazon, Intel shares crashed up to 23% in a single dayShares of Alphabet, Amazon and Intel plunged on Thursday as investors fretted over rising AI spending, weakening cash flows and a subdued o...
- Google shares crash 13% after $9 billion cash burn sparks AI spending fearsAlphabet shares crashed 13% as third-quarter earnings missed expectations due to heavy AI spending and slowing search ad growth. Net profit...
- If you’d invested $1,000 in Oracle stock 20 years ago, here’s how much you’d have todayOracle stock shot up in September 2025 after OpenAI agreed to buy $300 billion of computing power from it over five years. The mood then ch...
- Google's Nvidia chip challenge boosts cloud sales, crimps cash flowThe trade-off, outlined by finance chief Anat Ashkenazi on Alphabet's post-earnings call on Wednesday, offers an early look at the costs of...
- Microsoft, Oracle outshine Alphabet as investors demand AI returnsWall Street increasingly favours technology companies demonstrating financial discipline in AI investments. Microsoft and Oracle gained on ...
- Alphabet's heavy cloud spending drives bigger-than-expected cash burnThe company reported negative free cash flow of $9.07 billion, compared with analysts' estimate of a cash burn of $36 million, according to...
- Google Cloud showcases AI tools to help Indian SMBs boost productivity, automate operationsThe demonstration took place at Cloud Day India 2026 in New Delhi, which was attended by more than 600 business and technology leaders. The...
- AI bubble bursting or just letting out air? Neoclouds may offer cluesElon Musk has warned that over 200 neocloud companies may face significant challenges, including potential failures and consolidation. Desp...
- Neocloud firm Argentum AI in talks for $5 billion AI chip financing, sources sayOne of the people said the money would pay for additional chips for the data center Argentum secured in Poland with DL Invest Group, and th...
- Microsoft, Amazon and Google may spend $600 billion on AI in 2026. Will investors see returns?Microsoft, Amazon and Google could spend as much as $600 billion on AI in 2026, but investors want to know whether the massive investment w...
- Who are the biggest investors backing Anthropic? A look at key stakeholdersAnthropic’s planned IPO is set to test public-market appetite for artificial intelligence companies. Backed by Amazon, Google, leading vent...
- Big Tech’s AI push faces a $1 trillion profit test, says UBSUBS Global Research indicates that major cloud companies must generate an additional $1 trillion in operating profits by 2031. They are exp...
- Tata Communications to plug Rs 4,350 crore in AI super highwayTata Communications aims to invest Rs 4,350 crore to create 10,000 km of AI-ready connectivity infrastructure across India. The investment ...
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