DBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...

Tata Communications is significantly boosting its subsea cable network between India and Singapore, investing in new fiber capacity to enha...

Jefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot ge...

The AI race is heating up as tech giants like OpenAI, Google, Amazon, and Microsoft design their own chips to optimize AI operations. This ...

Apple has significantly increased prices for MacBooks, iPads, and other devices in India, with hikes ranging from 14-70%. This sharp rise i...

The investment, which would include AI data centers, batteries and displays, will be announced at a meeting with President Lee Jae Myung at...

Apple's revised pricing for India is now in effect, making Macs and iPads more expensive across the lineup. The company says rising RAM and...

Global stock markets are experiencing a cautious rebound following a tech sell-off, fueled by AI spending and hawkish US interest rate sign...

Zoho founder Sridhar Vembu dismisses the massive AI data center buildout as a potential bubble, contrasting IBM CEO Arvind Krishna's concer...

Chip stocks surged on Wednesday, adding over $400 billion in market value, fueled by optimistic forecasts from Micron Technology and Qualco...

Micron's earnings report highlights the rising influence of AI on the semiconductor sector. The company has exceeded projections while fore...

Elon Musk's SpaceX has successfully issued $25 billion in investment-grade bonds, a move that consolidates debt from X and xAI while loweri...

The leap to a $5 trillion valuation for Nvidia underscores a dramatic paradigm shift: semiconductors have become the driving force of globa...

The U.S. stock market's AI-fueled rally faces a crucial test with Micron Technology's upcoming earnings report. Investors are keenly watchi...

Valuation expert Aswath Damodaran warns the AI boom's massive capital expenditure, largely debt-funded, could lead to a more painful downtu...

Global finance expert Aswath Damodaran warns AI's massive infrastructure spending, funded by debt, poses a greater risk than the dot-com cr...

A sharp rise in AI infrastructure spending has catapulted many tech stocks in the US to huge returns over the past 12 months. Technology ac...