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AI INFRASTRUCTURE INVESTMENTS
Google quarterly cloud revenue growth beats expectationsGoogle Cloud revenue surged eighty-two percent, fueled by strong enterprise demand for AI services. This significant growth helped offset c...- US Stock Market: Big tech's AI spending boom raises cash flow concerns despite early returnsAmerica's biggest technology companies are beginning to generate meaningful AI-driven revenue, but surging infrastructure spending is putti...
- AI-focused E2E Networks shares hit 5% upper circuit as firm swings to black in Q1, revenue soars 334%AI-focused cloud provider E2E Networks hit the upper circuit after reporting a sharp turnaround in Q1FY27, posting a net profit of Rs 44 cr...
- Analysis-AI investment boom puts Big Tech's free cash flow under pressureBig tech firms are investing heavily in artificial intelligence infrastructure. Their capital expenditures may soon exceed free cash flow g...
- US ambassador sees $40 billion tech investment wave into Portugal by 2031Portugal anticipates significant US technology investment by 2031. This will establish it as Europe's primary hub for American AI infrastru...
- Google connects new transatlantic cable between Portugal and the USGoogle's Nuvem, named after the Portuguese word for "cloud", links Myrtle Beach, South Carolina, with Sines, south of Lisbon, via Bermuda a...
- AI could lift Sub-Saharan Africa economy 4% if power, internet improve, IMF saysAs countries and companies race to secure AI's economic benefits, investment in data centres, energy infrastructure and digital networks ...
- Oracle stock in free fall: What's driving the latest selloff and what's next?Oracle shares hit a 52-week low after an S&P credit downgrade raised concerns over heavy AI spending, rising debt and execution risks despi...
- ETMarkets Smart Talk | Power, electricals and cooling could be biggest winners of India’s $25 billion data-centre boom: Atul SuriIndia's data-centre expansion will drive significant investment in physical infrastructure. Power equipment and electricals are poised to b...
- Iren shares jump 16% as $2.8 billion AI cloud deals lift revenue targetIREN shares surged after the company secured $2.8 billion in AI cloud contracts and raised its 2026 revenue target. Strong demand for GPU i...
- Downfall of a Wall Street darling: Why Oracle shares crashed 65% from peakOracle shares have dropped about 65% from their peak as investors shift focus from AI-driven cloud growth to rising capital expenditure, de...
- Hut 8 signs $9.8 billion AI data centre lease, fully commercialises Texas campusHut 8 signed a second 15-year lease worth $9.8 billion. This agreement fully commercialises their 1-gigawatt Beacon Point campus in Texas. ...
- Global Market: ASML's AI-fuelled rally raises prospects of becoming Europe's first trillion-dollar companyThe artificial intelligence boom has propelled Dutch chip equipment maker ASML to become Europe's most valuable listed technology company, ...
- Global Market: AI chip rally faces valuation test as investors rotate towards hyperscalersAI chipmaker stock rallies are losing momentum as investors reassess valuations. Hyperscaler capital expenditure growth is projected to slo...
- Among AI crowd, some investors position for slower hyperscaler spending growthFor most of the past two years, the opposite trade prevailed: investors piled into semiconductor and infrastructure companies on the assump...
- Global Market: TSMC to invest additional $100 billion in Arizona, raises capex on booming AI demandTSMC will invest an additional one hundred billion dollars in Arizona facilities. This expansion underscores strong confidence in future ar...
- US-China tech rivalry explained: Why the AI and chip war mattersThe US and China are engaged in a significant technology competition. Artificial intelligence and semiconductor chips are central to this o...
- AI startup UnifyApps eyes $120 million from EQT as valuation set to tripleThe investment, which comes less than a year after the New York and Gurgaon-based startup raised $50 million from WestBridge Capital, is ex...
- Google AI Hub ecosystem in Vizag expands with ₹1,008-crore logistics park, 5,000 new jobsA new logistics and light industrial park will support Google's AI Hub in Visakhapatnam. This Ecobox development represents a significant R...
- ET Graphics: Wall Street cuts AI giants’ paper valuation loopLast week, AI bellwethers including Nvidia, AMD and Intel came under renewed selling pressure, while semiconductor stocks such as Micron, B...
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