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AI COMPUTING CAPACITY
ET WLF 2026: AI driving shift in value creationArtificial intelligence is making software development faster and cheaper. Value creation is expected to shift towards computing infrastruc...- Andreessen Horowitz raises $1.1 billion for AI infrastructure fundThe “Machine Age Fund” will invest in AI computer infrastructure such as chips, memory, networking and storage, the firm said in a blog pos...
- Data center firm IREN signs new deal with frontier AI lab; quarterly loss hits sharesIREN shares fell more than 7% in extended trading after the company swung to a quarterly loss, driven by costs tied to retiring bitcoin m...
- Nvidia pauses revenue-sharing deals with AI cloud companiesThe chip giant stepped back from the program last week, the Journal said, adding that it could still revamp the initiative later or fold it...
- Anthropic planned, then abandoned $7 billion purchase of MatXThe merger talks, which a third person said have evolved into a discussion about a partnership, underscore the AI lab's ambition to secure ...
- Compute capacity is foundational infra of the AI era, says Preeti Lobana, vice-president and country manager at Google IndiaGoogle's $15 billion investment will build a 1-gigawatt AI data centre hub. This infrastructure is crucial for India's $1 trillion digital ...
- SK Hynix holds groundbreaking ceremony for $4 billion Indiana AI chip packaging facilityThe facility, at the Purdue Research Park in West Lafayette, is scheduled to begin cleanroom operations in the second half of 2028, accordi...
- Nvidia at heart of data centre revolution, says BNP Paribas; sees 36% upsideBNP Paribas has issued an outperform rating on Nvidia with a target price of $285, implying a 36% upside. The brokerage highlighted Nvidia'...
- Nvidia’s 70% sales growth forecast sends a message to AI doubters. What did CEO Jensen Huang say?Nvidia has forecast a 70% jump in revenue for fiscal 2028, signalling that strong AI computing demand remains intact despite memory supply ...
- Nvidia forecasts 70% sales growth next year, signals AI spending boom has years left to run"AI has reached its inflection point. It's doing useful work. Its tokens are productive and profitable. Now, compute is revenue," Nvidia Ch...
- Anthropic to rent AI computing power from Nscale for $45 billionAnthropic has been aggressively expanding its computing power to meet demand growth it expects for products like AI coding tool, Claude Co...
- India AI policy: Pragmatism before sovereigntyNavigating the road to AI sovereignty, India confronts numerous hurdles amid fierce global rivalry. A pragmatic approach suggests that some...
- AI data centre firm AMI orders 9,000 Nvidia Vera Rubin chipsAM Intelligence (AMI), promoted by Greenko founders, has ordered 9,000 Nvidia Vera Rubin chips as it builds a 5GW global data centre networ...
- Mac mini vs Mac Studio: Why Apple’s new M5 Ultra machine is built for the AI eraApple's new Mac Studio targets demanding artificial intelligence tasks locally. The M5 Max and M5 Ultra chips offer significant AI performa...
- AI could become a new revenue engine for Indian telecom companies: SurveyIndian telecom providers see artificial intelligence as a major revenue growth driver. They will offer premium connectivity and advanced ne...
- AM Intelligence orders 9,000 Nvidia Vera Rubin GPUs for Hyderabad AI factoryThe order comprising 9,000 Vera Rubin NVL72 rack-scale systems is scheduled for delivery in the first quarter of 2027 and will power the fi...
- This US company is repurposing old EV batteries in Nevada to power AI data centres. This could solve one of AI’s biggest problemsA new trend is emerging as retired electric vehicle batteries are repurposed to fuel artificial intelligence data centres. Retaining consid...
- US Stock Market: Nvidia earnings, Jackson Hole to test strength of AI-led stock rallyNvidia’s earnings and Fed Chair Kevin Warsh’s Jackson Hole debut are poised to test the AI-driven stock rally. Rising Treasury yields, infl...
- Broadcom seeks more than $60 billion in latest AI debt dealThe numbers under discussion would potentially bring the total raise to as much as $100 billion, according to the report.
- Nebius upsizes debt sale to $5 billion to fund data centres, AI platformThe Amsterdam-headquartered company plans to issue private convertible notes worth $3 billion maturing in 2030, and notes worth $2 billio...
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