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AI INFRASTRUCTURE MARKET
The AI competition paradoxChina's open-source AI models are challenging US dominance, driving intense competition. Chinese firms are gaining market share through low...
AMD's AI-powered revenue forecast fails to wow investorsYet, its shares fell nearly 9% in extended trading, suggesting that investors were looking for an even stronger outlook after the stock mor...
US stocks: SpaceX quarterly revenue surges in debut results on strong growth in its Starlink businessSpaceX has announced an impressive 92% increase in revenue for the latest quarter, primarily fueled by the growth of Starlink and its AI in...
SK Hynix rises 5% as brokerages launch coverage with bullish ratingsSK Hynix shares jumped five percent as brokerages began coverage with positive assessments, spurred by the company's strong position within...
- Anthropic inks $10 billion computing deal with new cloud startup Volta Infra
Anthropic has secured ten billion dollars in computing capacity from Volta Infra Holdings. This deal aims to meet the growing demand for An...
Amazon joins $3 trillion club as AI, cloud growth fuel stock rallyAmazon crossed a $3 trillion market valuation after strong earnings and robust cloud growth reinforced confidence in its AI investments. Sh...
Microsoft's AI-Fuelled Rally: 5 reasons Wall Street is bullish againMicrosoft's latest earnings reignited Wall Street's AI optimism as Azure outperformed, cloud demand accelerated and a record order backlog ...
Data centres draw 40% of institutional capital in the June quarterData centres are now the second-largest investment recipient, attracting substantial institutional capital. Rapid AI adoption and cloud exp...
Career warning for Gen Z: How IT industry's AI obsession will create a purchasing power crisis, Zoho's Sridhar Vembu explainsZoho co-founder and Chief Scientist Sridhar Vembu has warned that the IT industry's growing focus on AI is reducing new hiring, as companie...
Chris Wood warns AI capex binge may burn billions as markets turn against Big Tech spendingWood’s long-standing view is that the “hyperscalers will end up blowing a lot of money on their capex binge” and that AI could resemble the...
EU to crack down on AI deepfakes, illicit imagery and hacking with new team in BrusselsThe European Union has launched a new team to regulate AI companies worldwide. This initiative aims to track AI model usage for violations ...
Ex-OpenAI employee's hedge fund Situational Awareness hit by AI stock rout; seeks fresh fundingSituational Awareness hedge fund is seeking new capital after significant losses. The fund experienced heavy declines as artificial intelli...
If CrAIze slows, India can play catch-upWall Street banks are now creating AI bonds as a solution to manage credit risk, reflecting investor worries over extensive borrowing for A...
Market Focus: Meta's higher AI budget jolts shares, signals long-term push
Global chip rout: How should investors play India's AI trade that gave up to 400% returns this year?Global AI stocks face a sharp selloff, impacting Indian investor strategies. Indian markets focus on infrastructure like data centers and p...
Global Market | AI boom could complicate central banks’ inflation assessment, monetary policy decisions: BISArtificial intelligence complicates economic assessments for central banks globally. The technology simultaneously boosts demand and expand...
Nvidia-backed neoclouds hover over India to lease data centre capacityCoreWeave, Together AI, Nebius, Lambda Labs, Crusoe and Nscale are in various stages of discussions with companies such as Sify Technologie...