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AI PUSH COST
SAP trims 2026 profit goal, signalling cost of AI pushUnlike consumer AI tools, enterprise AI depends heavily on structured, secured and regulatory compliant company data. Vendors such as SAP ...- Alphabet's quarterly earnings beat Wall Street estimates, but here's what is spooking investorsAlphabet announced strong second-quarter earnings, but its shares declined significantly. The company plans to substantially increase its c...
- Amazon's Bezos pushes Prime Video redesign focused on AIJeff Bezos is pushing Prime Video's overhaul to highlight Amazon's AI. The project, known as Lighthouse, aims to showcase AI for millions o...
- Global Market: Nokia Q2 profit beats estimates on strong AI, cloud demand; raises full-year outlookNokia reported stronger second-quarter earnings, surpassing analyst expectations significantly. Robust demand from artificial intelligence ...
- Intel, AMD sign long-term server CPU deals with Chinese clients as prices surgeThe move highlights a broader consequence of the AI boom: demand has spread beyond AI accelerators to memory, networking gear and server pr...
- Pichai pushes back on claims Google is losing ground in AI raceThe latest setback has fueled worries that Google was losing momentum just as OpenAI and Anthropic and a host of Chinese rivals have acce...
- Samsung wants foldables to go beyond metros: Aditya Babbar on India’s premium smartphone pushSamsung launched its largest foldable phone lineup, including the Fold8 and Flip8 models. The company aims to expand foldable adoption beyo...
- 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...
- iPhone 18 Pro and iPhone 18 Pro Max cost up to $1,499 in the US? Expected launch, camera upgrades, A20 Pro chip and everything leaked so fariPhone 18 Pro and iPhone 18 Pro Max Price in US: Apple's upcoming iPhone 18 Pro models may feature significant camera enhancements. A power...
- Seoul Semicon’s India plans; Specialty healthcare attracts VCsSouth Korea's Seoul Semiconductor is planning a manufacturing foray in India. This and more in today's ETtech Top 5.
- 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...
- Moonshot is creating new winners and losers in the AI tradeThe Chinese startup unveiled Kimi K3 on Friday, a model that it says delivers performance that rivals top-tier offerings from OpenAI and An...
- Clients seek up to 40% discount on IT contractsThis trend is likely to persist for the next two-three years, according to industry watchers. It was also reflected in the flattish sequent...
- ETtech Explainer: Why Moonshot AI paused Kimi K3 subscriptions within days of launchChinese AI startup Moonshot AI has stopped new subscriptions for its Kimi K3 model. This decision follows a sharp surge in user demand for ...
- China's Kimi K3 rattles US AI industryKimi K3, a new artificial intelligence program from a Chinese startup called Moonshot AI, stunned the US tech industry on Friday, setting o...
- AI trade moves from chips to electricity: Why 7 power stocks are gaining Wall Street attention with gains up to 86%Wall Street’s AI trade is expanding beyond chipmakers to power producers, grid builders and equipment suppliers as surging data-centre elec...
- AI-boom fuels 'K' shaped global economic growth: Moody's AnalyticsThe global economy shows K-shaped growth as artificial intelligence advances some sectors. Moody's Analytics predicts a slowdown to 2.5 per...
- Cadence rolls out AI agent to speed circuit board, chip packaging designThe tool, called AuraStack, lets engineers describe their goals in plain language, then plans and carries out the work using Cadence's exi...
- AI startup Reflection signs over $1 billion computing deal with NebiusThe move builds on Reflection's June agreement with SpaceX for computing capacity, a deal that media reports said would see the startup p...
- White House to rally utilities, data centers over AI power costsThe White House plans a voluntary pledge for utility companies and data centers. This initiative aims to manage AI's growing electricity de...
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