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AI INFRASTRUCTURE GROWTH
LTM makes fresh tech push from Kolkata with Global Delivery & AI Competency CentreLTM, the business creativity partner to global enterprises, has inaugurated a new Global Delivery & AI Competency Centre in Kolkata, expand...- Nvidia rises after signaling longer AI spending runwayThe world's most valuable company projected 70% revenue growth next fiscal year and forecast current-quarter sales above Wall Street estima...
- Global Market: China stocks rise as Nvidia outlook boosts AI and hardware sharesChina’s mainland stocks rose on Thursday, led by AI, semiconductor and hardware companies after Nvidia delivered an upbeat revenue outlook,...
- ET Graphics: Rise & rise of data centres in IndiaIndia's data-centre market is experiencing rapid growth and expansion. Mumbai and Chennai are emerging as significant hubs for this industr...
- Anthropic to rent AI computing power from Nscale for $45 billionAnthropic has been aggressively expanding its computing power to meet demand growth it expects for products like AI coding tool, Claude Co...
- Octave opens largest global office in Hyderabad, bets big on IndiaOctave Intelligence has opened its largest global office in Hyderabad, India. This new technology center will drive software engineering, A...
- From 100,000 calls a month to 5 million a day: Inside Vobiz’s AI telephony betFounded by Suman Gandham and Vikash Srivastava, Vobiz is betting that the rise of AI voice agents will require a telecom layer built for ma...
- AI security market to hit $4.8 billion in 2027, grow 68.7%: ReportThe AI security market is projected to reach nearly $4.8 billion by 2027. This sector is set for rapid growth as enterprises increase inves...
- Anthropic expected to tell investors it sees over $30 trillion in potential revenue, WSJ reportsAnthropic plans to pitch investors on a colossal total addressable market (TAM) exceeding $30 trillion for its upcoming IPO, surpassing Spa...
- AI could become a new revenue engine for Indian telecom companies: SurveyIndian telecom providers see artificial intelligence as a major revenue growth driver. They will offer premium connectivity and advanced ne...
- Nvidia faces growth test as Rubin debut meets AI financing scrutinyThe chipmaker has been the biggest beneficiary of the race to build AI infrastructure. Recently, though, its stock has come under pressure ...
- India’s data centre capacity hits new high as AI powers a 4x boomIndia leads Asia-Pacific data centre growth, with capacity quadrupling and substantial future projects underway. Significant investments fr...
- Before the first server hums: India needs an impact test for the AI ageBefore advancing with AI infrastructure in India, it is crucial to conduct thorough impact assessments. Large data centres have high demand...
- Less chips chipping away at AInfra? Nvidia’s server price hike signals rising costsNvidia plans server price increases due to a global chip shortage. This shortage is expected to persist beyond the year 2027. Chipmakers ar...
- India’s AI data-centre push could drive 5% of global chip demand by 2030Global semiconductor revenue is projected to reach $1.6 trillion by 2026. AI data centres will drive significant growth in chip demand worl...
- Global Market: Alibaba shares slide after $10.2 billion share placement to fund AI expansionAlibaba shares fell as much as 10% after the company launched a $10.2 billion share placement to fund AI expansion. The discounted offering...
- US Stock Market: Nvidia earnings, Jackson Hole to test strength of AI-led stock rallyNvidia’s earnings and Fed Chair Kevin Warsh’s Jackson Hole debut are poised to test the AI-driven stock rally. Rising Treasury yields, infl...
- ET World Leaders Forum: AI pushing companies to redefine work, talent and chase measurable value, say industry leadersBusinesses are shifting focus from AI capabilities to delivering measurable results. Organisations must now redesign themselves around arti...
- Alibaba reports 9% rise in quarterly revenueAs businesses increasingly deploy artificial intelligence applications, demand for the cloud computing power needed to train and run those ...
- Marvell shares jump 8% after chipmaker hands Google option to buy $12.2 billion stakeMarvell shares surged 8% after securing a Google agreement to develop custom AI chips and related technologies. Google received a warrant f...
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