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Can America lag China in the AI race? A new threat is cropping upThe pause on data center construction in New York reveals a significant conflict between the accelerating demand for AI and the limitations...
Karnataka finalising comprehensive Data Centre Policy to support AI infrastructureKarnataka is finalising a comprehensive Data Centre Policy to support AI and next-generation computing infrastructure. The policy aims to c...
Karnataka to roll out comprehensive data centre policy to support infra requirements of AIKarnataka will soon unveil a comprehensive data centre policy to support AI infrastructure needs. This policy aims to create essential digi...
Data center firm Switch taps banks for IPO that could value it up to $80 billionData center operator Switch is preparing for a significant initial public offering. This offering could potentially raise up to ten billion...
SpaceX's near-term AI payoff seen tethered to Earth, not outer spaceSpaceX's current value stems from building essential AI infrastructure on Earth. The company is generating significant revenue from terrest...
SpaceX's near-term AI payoff seen tethered to Earth, not outer spaceInfrastructure providers, particularly data centers, are poised to be among the biggest beneficiaries of the AI boom as businesses and cons...
Forget rockets: Morgan Stanley sets $300 SpaceX target based on a secret AI weaponMorgan Stanley has initiated coverage on SpaceX with an Overweight rating and a $300 target price, arguing its biggest opportunity lies bey...
For one small business, AI was key to a quick start and expansionThe rapid emergence and spread of AI has become a defining feature of the U.S. economy, of prime interest to Federal Reserve officials tr...
Yotta Data Services in talks with PE funds to raise $1 billionYotta Data Services is reportedly seeking $1 billion from global and domestic funds, aiming to sell a 25-30% stake at a $3 billion valuatio...
A coastal city in the south is quietly powering India's AI futureVisakhapatnam is emerging as India's next AI infrastructure hub, attracting massive investments from tech giants like Google and Reliance. ...
SK Hynix to spend $64 billion on chip plants under broader AI-driven investment planSK Hynix is investing a massive 100 trillion won ($64.38 billion) to build new chip plants, including a NAND flash memory facility, in Cheo...
The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chipsDBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...
Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycleSouth Korean tech giants Samsung and SK Hynix are investing billions in AI chip production, a move lauded by President Lee Jae Myung. While...
China's Meituan says new AI model trained on domestic chipsChinese tech giant Meituan has unveiled LongCat-2.0, a new AI model comparable to Google's Gemini 3.1 pro. This marks a significant achieve...
Korea taps Samsung, SK Hynix in $576 billion AI-chip drive to cement global leadershipThe plan, anchored by Samsung Electronics and SK Hynix, marks Lee's boldest push yet to align South Korea's AI and chip ambitions with his ...
Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the leadJensen Huang, the CEO of computer chip giant Nvidia, was mobbed by onlookers as he hit the streets for the "zhajiangmian" noodles while vis...
A16z crypto leads $33 million bet on compute marketplace OrnnCompute marketplace Ornn has secured $33 million in a funding round led by a16z crypto, with participation from Galaxy Ventures and others....