IQE has raised its full-year revenue growth forecast significantly. IQE upgraded its 2026 revenue growth forecast to above 30%, from 20% pr...

IREN shares surged after the company secured $2.8 billion in AI cloud contracts and raised its 2026 revenue target. Strong demand for GPU i...

Oracle shares have dropped about 65% from their peak as investors shift focus from AI-driven cloud growth to rising capital expenditure, de...

The Chinese startup unveiled Kimi K3 on Friday, a model that it says delivers performance that rivals top-tier offerings from OpenAI and An...

Uday Ruddarraju (Google Trends): Uday Ruddarraju now leads OpenAI's compute infrastructure as Chief Technology Officer. He previously worke...

AI chipmaker stock rallies are losing momentum as investors reassess valuations. Hyperscaler capital expenditure growth is projected to slo...

For most of the past two years, the opposite trade prevailed: investors piled into semiconductor and infrastructure companies on the assump...

Wall Street’s AI trade is expanding beyond chipmakers to power producers, grid builders and equipment suppliers as surging data-centre elec...

Indian artificial intelligence startups are experiencing significant funding and valuation surges. Emergent and Sarvam AI recently achieved...

TSMC will invest an additional one hundred billion dollars in Arizona facilities. This expansion underscores strong confidence in future ar...

The pause on data center construction in New York reveals a significant conflict between the accelerating demand for AI and the limitations...

Karnataka will soon unveil a comprehensive data centre policy to support AI infrastructure needs. This policy aims to create essential digi...

The investment, which comes less than a year after the New York and Gurgaon-based startup raised $50 million from WestBridge Capital, is ex...

Data center operator Switch is preparing for a significant initial public offering. This offering could potentially raise up to ten billion...

A new logistics and light industrial park will support Google's AI Hub in Visakhapatnam. This Ecobox development represents a significant R...

Last week, AI bellwethers including Nvidia, AMD and Intel came under renewed selling pressure, while semiconductor stocks such as Micron, B...

India cannot own every AI layer, but open ecosystems and optionality can avoid vendor lock-in and establish control over critical data, gov...