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AI INFRASTRUCTURE COMPANIES TO WATCH
AI's biggest winners may be the engineers who don't write codeIndia's AI data-centre industry is witnessing explosive growth, leading to an unprecedented demand for mechanical and electrical engineers ...- SAP tightens hiring, travel spend as it ramps up AI investmentsGerman tech giant SAP is strategically curbing hiring, travel, and external spending to fuel its ambitious artificial intelligence investme...
- Cos keen to take bite of AI, but security and RoI hold them from sinking teethIndustry captains say AI adoption is less about choosing latest frontier model, more about redesigning workflows and building resilience
- As AI reshapes ecommerce, Hostinger launches a new platform for small businessesHostinger has launched a new e-commerce platform in India, aiming to empower small businesses struggling with infrastructure ownership acro...
- Lumio’s Project Neo hands-on: How WhatsApp and Instagram are becoming your TV remoteLumio is revolutionizing TV content discovery with Project Neo, an AI-powered experience accessible via WhatsApp and Instagram. Instead of ...
- US Stocks: Micron, Intel and other chip stocks fall up to 11% after record-breaking rallyChip stocks experienced a significant downturn, with major AI rally leaders seeing sharp profit-taking after a record quarter. The VanEck S...
- From OpenAI to Sarvam, governments may want skin in the AI gameGovernments are exploring ownership stakes in leading AI firms like OpenAI and Sarvam AI, signaling a shift in viewing artificial intellige...
- Two-wheeler exports and EV adoption signal strong consumer resilience: Sachin Relekar, Axis MFIndian consumer demand shows surprising strength, with auto sales exceeding expectations across both traditional and electric vehicles. Exp...
- No longer magnificent? How Apple, Microsoft and other Mag 7 stocks are crumbling under AI pressureThe Magnificent Seven are underperforming as investors question whether massive AI spending will generate adequate returns. With $2.3 trill...
- 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. ...
- Palantir CEO slams OpenAI, Anthropic's token modelPalantir CEO Alex Karp has slammed the token-based pricing of AI giants like OpenAI and Anthropic, arguing businesses are wasting money wit...
- Dell is significantly expanding its domestic server manufacturing footprint in IndiaDell Technologies continues to strengthen its manufacturing footprint in India, with significant local contribution across key Infrastructu...
- OpenAI offers 5% stake to Trump administration: reportThe proposed arrangement would involve other U.S. AI companies handing over a similar stake to the government, The Financial Times reporte...
- Oaktree-backed ITG jumps in Nasdaq debut, signaling strong AI infrastructure demandThe debut adds to signs that investor appetite for companies supporting the AI buildout remains robust, as hyperscalers and technology fir...
- Ex-Intel exec Raja Koduri's OXMIQ raises $35 million to build licensable AI chip architectureAI chip startup OXMIQ, founded by former Intel executive Raja Koduri, has secured $35 million in Series A funding. The company aims to demo...
- Fear and anger brew inside Meta amid AI frenzyA frenzied push for artificial intelligence dominance comes with a different kind of cost for Meta, where massive layoffs, employee surveil...
- 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...
- Vocus plans $343 million Sydney-Melbourne fibre link to meet AI demandMacquarie-backed Vocus is set to invest A$500 million in a new fibre network connecting Sydney and Melbourne by 2029. This pioneering ducte...
- No chips, no glory for India's AI companies racing to lock in GPUsRamprakash Ramamoorthy, director of AI research, Zoho, which is running its own data centre, said the compute cost has gone up significantl...
- Australia's Firmus Technologies strikes AI access deal with NvidiaFirmus said the deal would see it buy Nvidia infrastructure and sell Nvidia‑powered cloud services to "AI Native" customers, among others...
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