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AI HYPERSCALERS
ET World Leaders Forum: Software prowess puts India in a pole position for AI, says Nigel Vaz, CEO, Publicis SapientIndia’s near-term AI advantage lies in using AI to transform businesses rather than competing immediately with the US and China on computin...- Less chips chipping away at AInfra? Nvidia’s server price hike signals rising costsNvidia plans server price increases due to a global chip shortage. This shortage is expected to persist beyond the year 2027. Chipmakers ar...
- India’s AI data-centre push could drive 5% of global chip demand by 2030Global semiconductor revenue is projected to reach $1.6 trillion by 2026. AI data centres will drive significant growth in chip demand worl...
- Midcap IT likely to see better H2, AI-led deflation weighs on FY27 growth: Anand RathiIndia's midcap IT services sector could see improved deal conversion and operating leverage in the second half of FY27, but revenue growth ...
- Infosys, HCLTech, other IT stocks gain on Nvidia’s likely price hikes. Are AI bubble worries coming true?Indian IT stocks gained on Monday as reports of Nvidia’s potential server price hikes revived concerns over rising AI infrastructure costs ...
- Global Market: AI debt boom tests investor appetite as tech bond issuance surgesAI-driven debt issuance is testing investor appetite as technology companies flood bond markets with new supply. Hyperscaler issuance has r...
- ETtech Deals Digest: Navi leads weekly funding as startups raise $221 millionIndian startups raised $221 million across 17 rounds during the week ended August 21, led by Sachin Bansal-founded Navi’s $100 million fund...
- US corporate AI debt surge tests investor limits as fatigue emergesWhile fund managers remain comfortable with the credit quality of companies such as Amazon and Alphabet, Google's parent company, they are ...
- Missed the AI rally? After bumper 600% market debut, Chinese robot maker Unitree's CEO still feels a software leap is years awayChinese humanoid robot maker Unitree made a spectacular stock market debut in Shanghai, with shares soaring 600% over the IPO price. Howeve...
- 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.
- US Stocks: US market hits two-week lows as Iran tensions lift oil, bond yieldsIn a turbulent trading session, major US stock indexes fell to two-week lows on Tuesday, with heavyweight technology stocks taking a hit as...
- US 30-year yields hit highest level since 2007 as war and oil worries festerU.S. Treasury yields reached multi-year highs amid inflation worries. Geopolitical tensions and increased oil prices fueled market anxietie...
- Is market heading towards a big AI crash like the dot-com crisis? Here's what European Central Bank predictsThe European Central Bank warns that an AI market correction on Wall Street is likely, citing historical tech bubbles like the dot-com era....
- Global Market: AI investment story shifts from spending to picking the winnersThe AI investment debate is shifting toward identifying sustainable winners as spending accelerates. Hyperscalers, semiconductor firms and ...
- Global AI investment $1 trillion in 2026, to reach 1.4% global GDP by 2028: Goldman SachsGlobal investment in artificial intelligence is projected to reach around $1 trillion in 2026, with AI-related capital expenditure expected...
- Wall St Week Ahead: With US Fed silent on next move, investors look to earnings to keep stocks afloatInvestors focus on corporate earnings to offset economic risks and rate concerns. Strong results, particularly from AI infrastructure spend...
- Jefferies’ Chris Wood spots a hidden risk in Big Tech’s $165 billion AI capex raceBig Tech’s AI capex surge is putting pressure on free cash flow, with Microsoft, Amazon, Alphabet and Meta spending $165 bn in Q2 against j...
- Andaman admin seeks firms to explore feasibility of AI data centre in Great NicobarThe Andaman and Nicobar administration seeks private companies for green AI data centres. Companies can explore feasibility for facilities ...
- US stocks: Cerebras slumps 12% as mixed quarterly results test AI growth narrativeCerebras Systems experienced a notable drop in its shares after falling short of key financial projections. Although its cloud revenue saw ...
- L&T secures mega order to build India’s largest NVIDIA B300 AI FactoryLarsen & Toubro will build India's largest single-cluster artificial intelligence infrastructure facility. This project marks the company's...
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