Less chips chipping away at AInfra? Nvidia’s server price hike signals rising costsNvidia plans server price increases due to a global chip shortage. This shortage is expected to persist beyond the year 2027. Chipmakers ar...
24 Aug, 2026, 10.10 PM IST
Taiwan indicts nine over alleged illegal export of AI servers to ChinaTaiwan prosecutors said on Monday they indicted nine people, including employees of Nvidia and Super Micro, accused of illegal export of ar...
24 Aug, 2026, 04.47 PM IST
Global Markets | Japan's Nikkei weighed down by AI stocks ahead of Nvidia earningsThe Nikkei share average in Japan experienced a downturn as stocks related to artificial intelligence faced mounting pressure due to inflat...
24 Aug, 2026, 03.58 PM IST
Infosys, HCLTech, other IT stocks gain on Nvidia’s likely price hikes. Are AI bubble worries coming true?Indian IT stocks gained on Monday as reports of Nvidia’s potential server price hikes revived concerns over rising AI infrastructure costs ...
24 Aug, 2026, 01.17 PM IST
Global Market: Japan’s Nikkei swings as AI stocks slip ahead of Nvidia resultsJapan’s Nikkei swung between gains and losses on Monday as investors turned cautious ahead of Nvidia’s earnings this week. AI-related stock...
24 Aug, 2026, 10.20 AM IST
Nvidia customers notified about AI-related price hikes above 15%: BloombergThe price hikes will go into effect on systems shipped early next year and will impact systems including those with the flagship Vera Rubin...
23 Aug, 2026, 05.58 PM IST
SanDisk shares soar 3,400% in one year. Can the rally sustain its momentum?US stock futures edged higher after a tech-led selloff, as investors monitored Iran tensions and key retail earnings for clues on consumer ...
19 Aug, 2026, 07.15 PM IST
Sridhar Vembu explains why phones and laptops are getting expensive in 2026Zoho founder Sridhar Vembu has warned that the massive AI investment boom is pushing up the cost of memory and other technology components,...
19 Aug, 2026, 10.17 AM IST
When the cloud gets thirsty: Should India make AI pay back its water debt?India's AI sector is poised to face a substantial challenge due to its increasing water demands for infrastructure, particularly as data ce...
17 Aug, 2026, 12.09 AM IST
Jefferies’ Chris Wood spots a hidden risk in Big Tech’s $165 billion AI capex raceBig Tech’s AI capex surge is putting pressure on free cash flow, with Microsoft, Amazon, Alphabet and Meta spending $165 bn in Q2 against j...
15 Aug, 2026, 12.37 AM IST
Taiwan says AI agents used in cyberattacks targeting islandOverseas hackers used artificial intelligence agents to help carry out a wave of cyberattacks targeting Taiwanese government agencies in Ju...
14 Aug, 2026, 08.20 AM IST
US stocks: S&P 500 ends higher as CoreWeave results fuel AI optimismUS stock markets closed higher on Wednesday, driven by strong AI infrastructure company earnings. Mild inflation data reinforced expectatio...
13 Aug, 2026, 01.38 AM IST
US stocks: CoreWeave, Super Micro surge on signs of sustained AI buildoutCoreWeave and Super Micro have seen their stock prices soar to new heights amid a rising tide of demand for AI infrastructure. CoreWeave ha...
12 Aug, 2026, 09.26 PM IST
AI’s volatile power demand is damaging its own data centersAI data centres’ volatile power demand is damaging batteries, turbines and other equipment, raising downtime costs, delaying projects and c...
10 Aug, 2026, 08.50 AM IST
Is 'Trumpflation' real? Why Wall Street fears this could be a reason for stock market crashWall Street's record rally faces a new test as 'Trumpflation' concerns grow alongside AI-driven pricing pressures. Sticky core PCE inflatio...
09 Aug, 2026, 04.15 PM IST
The AI competition paradoxChina's open-source AI models are challenging US dominance, driving intense competition. Chinese firms are gaining market share through low...
05 Aug, 2026, 12.47 PM IST
IT industry not creating new jobs, funds diverted to AI, data centre costs: Sridhar VembuIn a post on social media platform X, Vembu noted that while the IT industry, including Zoho, has avoided large-scale layoffs, it has faile...
02 Aug, 2026, 05.19 PM IST