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AI IN INFRASTRUCTURE
Anthropic's IPO prospectus sharpens focus on AI valuationsAnthropic is betting that AI will reshape the global economy more profoundly than industrialization, electricity and the internet, accordin...- FM Sitharaman meets AIIB President, suggests expansion of financing beyond physical infraFinance Minister Nirmala Sitharaman met Asian Infrastructure Investment Bank (AIIB) President Zou Jiayi and suggested the bank expand its f...
- Anthropic eyes $518 billion AI buildout; backed by 80% non-cancellable dealsThe AI startup said it plans to spend at least $111.1 billion with Google , $110 billion with Amazon and $31.4 billion with Microsoft under...
- Beyond the SIM: Inside Jio and Airtel’s high-stakes AI pivotJio and Airtel are taking their rivalry beyond connectivity as both invest heavily in AI-ready data centres, cloud platforms, enterprise to...
- 10 Terms to Know Ahead of India Mobile Congress 2026, as AI-led evolution of telecom networks continuesIndia Mobile Congress 2026 will showcase the pivotal role of Artificial Intelligence in revolutionizing telecom network operations. Focusin...
- Samsung, affiliates commit $1 billion to KKR-backed Helix Digital AI buildoutSamsung Electronics will invest $500 million, while Samsung C&T, Samsung SDS, Samsung SDI, Samsung Life Insurance, and Samsung Fire & Marin...
- Amid safety and oversight questions, US-China AI development race continuesUS President Donald Trump will meet a group of top technology executives at the White House on Tuesday to discuss where to draw the line be...
- IBM, Yotta launch sovereign agentic AI platform for Indian enterprisesIBM and Yotta Data Services have introduced a sovereign AI platform specifically designed for Indian organisations. This new platform integ...
- Meta taps Australia's Firmus for AI computing capacity in Southeast AsiaAustralia's Firmus said on Tuesday it had signed AI infrastructure agreements with Facebook parent Meta Platforms for graphics processing u...
- Goldman Sachs identifies 42 Indian stocks riding AI build-outSeveral Indian companies are emerging as significant players in the AI infrastructure sector, according to Goldman Sachs. These 'AI Enabler...
- Turing Laureate Whitfield Diffie backs 90% cheaper CPU-driven AIRunning AI models on local CPUs could also reduce dependence on centralised infrastructure and technology suppliers, he said. “My interest,...
- The Indispensables: Seven AI titans and an $18.6 trillion economic betRemoving key AI leaders such as Elon Musk and Sam Altman could disrupt the entire AI industry profoundly. These leaders oversee companies w...
- AI trade enters a new phase: Why DBS favours AI adopters over capex-heavy playersDBS says the AI investment theme is entering a selective phase as investors focus on companies converting AI adoption into productivity, st...
- AI spending growth seen slowing sharply by 2028, marking shift towards software: Morgan StanleyMorgan Stanley expects the next 6-12 months to be a transition period, with opportunities broadening beyond semiconductor and infrastructur...
- Global Market: DayOne pushes ahead with potential November IPO amid data center scrutinyData center operator DayOne is preparing for a potential US IPO in November, targeting a valuation near $20 billion. The company plans to f...
- When AI agents go rogue: Australia breach offers warning for countries like IndiaThe incident, in which an autonomous AI system went beyond its intended task and attempted to circumvent security protections, has become a...
- AI infrastructure investment seen surging to $769 billion in 2026 amid growing safety concernsThe estimate is based on nearly $384 billion invested in the first half of 2026 and assumes the current pace continues through the year. It...
- Why did Akamai stock surge after Anthropic’s $11.6 billion deal?Akamai shares surged after announcing an $11.6 billion, seven-year cloud computing deal with Anthropic, potentially expanding to $20 billio...
- Govt eyes Rs 20,000 crore fund to power up frontier AI and compute ecosystemThe proposed National Frontier AI & Compute Fund (NFAICF) under the IndiaAI Mission is still under consultation, and its final size, struct...
- Mavenir, Neysa partner to offer sovereign AI infrastructure to telcos, enterprisesNeysa, founded in 2023 and headquartered in Mumbai, provides AI cloud infrastructure, combining GPU compute, inference, orchestration and A...
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