China's AI data centre boom faces Return-on-Investment test as financing costs rise: Goldman SachsGoldman Sachs examined three business models in China's data centre sector: traditional powered-shell facilities, integrated AI data centre...
19 Oct, 2026, 12.43 PM IST
Voice AI’s future lies in outcome-based pricing: Exotel’s Sachin BhatiaBhatia linked pressure on the per-minute pricing model to venture capital funding and a crowded market, where providers compete to offer in...
19 Oct, 2026, 12.43 PM IST
AI infra boom faces financing risks as data centre bond spreads widen: Goldman SachsThe report said high-yield bonds issued by data centre companies are facing pressure as investors assess the risks of financing the rapid e...
19 Oct, 2026, 10.49 AM IST
US Market: Wall Street’s AI rally faces test as Meta earnings loomWall Street’s AI-driven rally faces a crucial test as Meta, semiconductor makers and major companies report quarterly earnings. Investors w...
19 Oct, 2026, 09.45 AM IST
Lightstorm’s India-Southeast Asia subsea cable system to be ready in 2029, says CTOLightstorm is a network provider that builds high-capacity optical fibre and AI-native connectivity platforms across the APAC region. The I...
19 Oct, 2026, 09.19 AM IST
Rising borrowing costs signal funding risks for global AI expansion: Jefferies reportAs the financial markets grapple with emerging pressures, substantial investments in artificial intelligence infrastructure are evident. Co...
17 Oct, 2026, 04.34 PM IST
Rising borrowing costs signal funding risks for global AI expansion: ReportFinancial markets are facing elevated credit risks, particularly for firms operating in the artificial intelligence infrastructure sector. ...
17 Oct, 2026, 03.14 PM IST
As India buys more AI chips, the real test is to keep them runningIndustry leaders said businesses must pay closer attention to the systems around their processors, which actually decide the return on thei...
17 Oct, 2026, 02.09 PM IST
MENA must classify AI data centres as critical loads, overhaul power planning amid rising demand: WEFThe World Economic Forum has highlighted the urgent need for countries in the Middle East and North Africa to refine their energy strategie...
17 Oct, 2026, 10.15 AM IST
NITI Aayog explores policies to boost India's medical and dental device manufacturing industryNITI Aayog is exploring policy measures to improve the manufacturing capabilities of medical and dental devices in India. The meeting inclu...
17 Oct, 2026, 12.34 AM IST
Chip selloff deepens Wall Street losses as doubts grew over AI returnsA significant selloff in semiconductor stocks affected major US indexes amid rising concerns regarding AI investment returns. The Nasdaq 10...
16 Oct, 2026, 11.29 PM IST
AI to create many winners as large companies lead funding: Cisco CEO Chuck RobbinsIn an interview with Subhayan Chakraborty and Surabhi Agarwal, Robbins, who is on an India visit, said artificial intelligence will be bigg...
16 Oct, 2026, 10.52 AM IST
Investors temper Anthropic IPO valuation expectations over revenue growth slowdownSome investors who attended Anthropic's investor day on Wednesday in San Francisco discussed a valuation of around $1.5 trillion, three of ...
16 Oct, 2026, 07.36 AM IST
CoreWeave's slump puts spotlight on debt behind AI boomThe loss-making AI cloud company, burdened with about $50 billion in debt, has become the poster child for mounting concerns that the data ...
15 Oct, 2026, 11.01 PM IST
Big Tech wants to build more AI data centres across America. Why local communities are pushing back against the costs of the AI revolutionCities across America are imposing temporary moratoriums on data centre approvals to address infrastructural concerns. Local governments ar...
15 Oct, 2026, 10.41 PM IST
High data centre, chip costs and cheaper AI models pose risks to capacity usage: Infosys CEOHigh data centre and chip costs, coupled with emerging AI models offering cheaper inference, pose risks to AI infrastructure investments an...
13 Oct, 2026, 06.10 PM IST
Global Market: AI trade faces biggest test yet as chip stocks tumble across AsiaAsian AI stocks tumbled as rising bond yields, higher financing costs, and concerns over excessive infrastructure spending weakened investo...
13 Oct, 2026, 02.12 PM IST