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AI INFRASTRUCTURE DEMAND
Why are analysts still cautious despite Super Micro’s strong outlook?Super Micro Computer raised its first-quarter revenue forecast to $18.5 billion–$19.5 billion on stronger AI infrastructure demand. Higher ...- Tech giants' AI spending to exceed $1 trillion in 2027, lift US growth: UBSMajor technology companies are projected to invest more than USD 1 trillion in artificial intelligence infrastructure by 2027. Reports indi...
- Global Market: South Korean shares jump 3% as chipmakers rally on strong exports, AI demandSouth Korea’s KOSPI surged 3.03% after hitting a six-month closing low, supported by a rally in chipmakers, record semiconductor exports an...
- AI debutant’s flameout stokes fears boom is endingElice, a data center and AI developer, faced a significant decline in its stock price during its debut. This situation exemplifies a broade...
- Meta's AI spending, Muse assistant adoption in focus for quarterly resultsMeta is gearing up to unveil its third-quarter earnings, driven mainly by notable investments in AI and the innovative Muse assistant. Rece...
- Global Market: South Korea's Elice shares plunge 28% in market debut as data centre stocks shunnedElice, which raised 201.1 billion won ($150 million) in its IPO, provides AI cloud services as well as AI-based education and business soft...
- OpenAI seeks to accelerate fundraising ahead of Anthropic IPO, sources sayOpenAI is working swiftly to secure funds before Anthropic's anticipated public market debut in mid-November. The fundraising effort could ...
- AI hiring startup Hunar.AI raises Rs 40 crore from Blume Ventures, othersThe AI-hiring startup plans to use the money for AI infrastructure, product development and sales and market expansion, targeting businesse...
- Birla AI Labs launches Yug-1 to forecast demand and spot patterns in business dataYug-1 uses what its technical documentation calls zero-shot probabilistic forecasting. It also provides a range of possible outcomes, allow...
- 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...
- 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...
- 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...
- AI race may depend more on access to power, infrastructure than chip supply: Morgan StanleyThe assessment comes as rapid investment in AI infrastructure threatens to outpace the availability of electricity, raising concerns that s...
- 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...
- AI race may depend more on access to power, infrastructure than chip supply: Morgan StanleyAccording to Morgan Stanley's latest analysis, the burgeoning AI infrastructure market is on track to experience a dire electricity shortfa...
- 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. ...
- 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...
- 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...
- Adani, Jabil sign MoU for AI & data centre equipment JVAdani Enterprises and Jabil are forming a joint venture to manufacture artificial intelligence and data centre equipment in India. This ven...
- Adani Enterprises, Jabil sign pact for AI, data centre hardware joint ventureAdani Enterprises and Jabil have signed a Memorandum of Understanding to establish a joint venture in India. This venture aims to manufactu...
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