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AI INFRASTRUCTURE SPENDING 2026
The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chipsDBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...- Vocus plans $343 million Sydney-Melbourne fibre link to meet AI demandMacquarie-backed Vocus is set to invest A$500 million in a new fibre network connecting Sydney and Melbourne by 2029. This pioneering ducte...
- US Stock Market: Economic resilience collides with expensive valuations on Wall StreetThe US economy shows surprising strength with robust job growth and consumer spending, yet Wall Street is faltering. Investors are wary of ...
- Why business impact is becoming the new measure of AI innovationThe ET Most Innovative AI Product Awards 2026 recognise AI solutions that have moved beyond experimentation to deliver measurable business ...
- India tops Taiwan to reclaim fifth spot in global market capitalisationIndia has surged back to the fifth spot globally in market capitalization, surpassing Taiwan. This marks India's second ascent in recent we...
- Chris Wood’s big warning: The specific risk that will finally trigger the end of AI tradeJefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot ge...
- Companies pull back on AI as weak workplace collaboration hurts results: ReportA recent report shows that many companies are pivoting away from AI initiatives due to challenges with quality and employee engagement. The...
- South Korea’s favourite AI stocks slide again, drag Kospi index down 8%Heavyweights Samsung Electronics and SK Hynix, which together account for more than half of Kospi's market cap, fell around 9% each on Frid...
- ET Most Innovative AI Product Awards 2026 spotlight enterprise AI solutions redefining business performanceAs enterprises scale AI adoption, innovation is moving beyond customer-facing applications. From finance, operations, tax, and legal functi...
- Amazon's record USD 48 billion investment shows growing interest across the world to invest in India, says PM ModiAmazon is set to invest a record $48 billion in India between 2026 and 2030, with over $21 billion earmarked for AI and cloud infrastructur...
- Amazon CEO Andy Jassy meets PM Modi; announces plans to invest $48 billion in India by 2030Amazon CEO Andy Jassy met PM Narendra Modi, announcing a significant $13 billion investment to bolster AI and cloud infrastructure in India...
- All you need to know about Meta’s Instagram, Whatsapp and Facebook subscription plans in IndiaMeta has launched paid subscription plans for WhatsApp, Instagram, and Facebook in India, offering customisation and convenience features f...
- US Stock Market: AI chip rally reignites as Micron, Qualcomm forecasts add over $400 billion in market valueChip stocks surged on Wednesday, adding over $400 billion in market value, fueled by optimistic forecasts from Micron Technology and Qualco...
- Global Market Today: Asia stocks rebound from tech selloff, Kospi jumpsAsian markets saw a cautious rebound Wednesday after a significant tech-led global selloff, reigniting worries about the AI rally's sustain...
- US Stocks | AI chip slump extends on Wall St as SanDisk sinks 12%, Micron drops 9% and AMD falls 5%Wall Street witnessed a significant downturn in semiconductor stocks Tuesday, impacting major AI beneficiaries. Memory chipmakers like SanD...
- US Stock Market: AI spending fears hammer US tech giants, Alphabet leads selloffWall Street’s AI-driven technology rally faced pressure as investors questioned whether rising infrastructure spending can generate suffici...
- India's private investment gains overtakes government share post-COVID: ReportPrivate companies have emerged as the main drivers of investment in India after the pandemic, accounting for 71.3% of project announcements...
- Indonesia plans to embed AI in key programmes, including $15 billion free-meal drive, document showsIndonesia's progress on AI has been slow when compared with Singapore and Malaysia. They are pushing to establish themselves as developme...
- Jabil raises annual profit forecast amid strong data center demandJabil has raised its profit forecast for 2026, fueled by a surge in demand from AI-powered data centers. This boom in infrastructure invest...
- Microsoft sued by shareholders over expenses, cloud business, AIAbout $357 billion of market value was erased, and Microsoft's stock suffered its biggest one-day decline in nearly six years.
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