Searched for
AI RELATED DEMAND
China’s AI capex jumps 105% YoY, but Jefferies says US cloud giants face greater risksChinese tech giants sharply increased AI capital expenditure in Q2 2026, driven by inference demand and chip availability. However, Jefferi...- India in multi quarter growth upcycle, says Morgan Stanley; sees Sensex at 89,000 by June 2027Morgan Stanley sees India entering a multi-quarter growth upcycle, supported by improving investments, monetary policy and domestic demand....
- Global Market: South Korean stocks surge nearly 3% as AI chip optimism lifts Samsung, SK HynixSouth Korean shares surged nearly 3% on Monday, led by Samsung Electronics and SK Hynix, as optimism over sustained AI investment and stron...
- ETMarkets Management Talk | AI and data centres are powering CleanMax's next growth engine; 42% of portfolio now comes from the segment, says Kuldeep JainIn an interaction with Kshitij Anand of ETMarkets, Kuldeep Jain, Founder and Managing Director of CleanMax, says the rapid expansion of hyp...
- Foxconn says third quarter to outperform market expectations on AI strengthFoxconn, Nvidia's biggest server maker and a major Apple supplier, has been a big beneficiary of the trend towards AI, reporting last mon...
- India's cyclical recovery faces risks; oil supply shock, AI capex may hit corporate margins from Q2FY27: ReportIndia’s economic recovery faces growing risks from the oil supply shock, fading domestic stimulus and slowing AI investment, Nuvama Institu...
- ByteDance secures $29.6 billion loan in AI push, sources sayByteDance secured a massive $29.6 billion loan from nearly thirty banks. Chinese banks provided over sixty percent of this significant loan...
- US Market: Rising R-star adds to pressure on US Treasury yields as AI investment, borrowing lift demand for capitalUS Treasury yields are rising partly on expectations that R-star, the economy’s neutral interest rate, may be structurally higher. Heavy go...
- Microsoft shares rise after Azure sales disclosure; AI cloud growth in focusMicrosoft has disclosed Azure’s quarterly and annual revenue for the first time, giving investors a clearer view of its position against Am...
- India’s $100-billion GCC boom runs into an engineer talent puzzleIndia's Global Capability Centres sector is rapidly expanding and generating significant revenue. However, a substantial gap exists between...
- AI boom is testing tech firms' climate pledgesTechnology companies are stepping up their climate commitments but not fast enough to counter rapidly inflating energy needs linked to the ...
- Global Market: Data centre boom fuels demand for power, cooling equipment suppliersThe global AI data centre boom is creating fresh opportunities for power and cooling equipment suppliers as developers race to overcome inf...
- Not just Nvidia: These power and cooling firms are riding the trillion-dollar data centre boomGlobal data centre construction is accelerating to meet AI demand, and power and cooling equipment suppliers are seeing significant order i...
- Mark Zuckerberg, Elon Musk make plea at G20 for more AI data centersMark Zuckerberg and Elon Musk on Tuesday stressed the need for more AI data centers and the electric power needed to support them at a meet...
- Not just Nvidia: these power and cooling firms are riding the trillion-dollar data centre boomMcKinsey forecasts nearly $7 trillion in data-centre investment globally by 2030; Nvidia last week said it expects AI spending to remain ro...
- Global Market: AI hardware demand powers Asia’s manufacturing growth in AugustAI hardware demand helped sustain manufacturing growth across several Asian economies in August, with China, Japan and South Korea recordin...
- Global Market: Japan stocks see sector rotation as tech shares tumbleJapan’s Nikkei slipped 0.2% on Tuesday as investors rotated out of heavyweight technology and AI-linked stocks amid rising government bond ...
- Global Market: China’s IPO boom gains momentum as AI, robotics fuel investor appetiteChina’s IPO market is gaining momentum, fuelled by strong investor appetite for AI, robotics and advanced technology companies. Hong Kong a...
- Indian IT companies may see growth recovery from FY27 as AI spending shifts to enterprise adoptionIndian IT firms anticipate robust growth starting FY27. Global technology spending will shift towards AI deployment and integration. This t...
- AI and robotics drive an IPO boom in China as Shein lists in Hong KongIn the latest big stock listing, shares in China-founded e-commerce and fast fashion giant Shein are due to debut Tuesday in Hong Kong in a...
Load More
