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...
07 Sep, 2026, 03.58 PM IST
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...
07 Sep, 2026, 08.42 AM IST
Global Market Today: Asian stocks open higher, oil rises after attacksAsian stock markets saw gains thanks to a rise in US technology stocks on Friday. Oil prices also increased following tanker attacks betwee...
07 Sep, 2026, 06.53 AM IST
AI boom lifts Foxconn August sales to USD 29.14 billionFoxconn's August sales surged significantly, reaching the second-highest monthly total in its history. This growth was fueled by strong dem...
05 Sep, 2026, 05.44 PM IST
Can Big Tech’s $1-trillion AI bet pay off? Jefferies explains why it remains bullishJefferies remains bullish on Big Tech’s $1-trillion AI investment despite near-term financial pressure. Rising customer backlogs, strong cl...
04 Sep, 2026, 04.44 PM IST
Reliance Jio launched JioPC starting at Rs 1,000, offering up to 16GB RAM and 1TB storage via cloud that can make even slow, 8-year-old computers work fasterJioPC: Reliance Jio has launched JioPC as a standalone cloud computing subscription service, open to users regardless of their telecom or b...
04 Sep, 2026, 11.39 AM IST
Just Join the Paani Points: India’s data centre boom puts water use and local security under scrutinyData centres' rapid expansion raises concerns about water stress in Indian cities. Existing regulations struggle to manage the sector's sig...
02 Sep, 2026, 11.11 PM IST
Google defeats US bid to force ad tech saleWhile the ad exchange is a small part of Google's business, the ruling is the second powerful symbolic victory against the U.S. Department ...
02 Sep, 2026, 10.53 PM IST
Dell shares jump 11% after strong AI server demand boosts annual forecastOn Wednesday, Dell Technologies experienced a notable surge in its shares, fueled by booming demand for AI servers. Companies such as Dell ...
02 Sep, 2026, 08.23 PM IST
Dell again lifts annual forecasts as AI demand powers record resultsDell raised its annual revenue outlook to $192 billion from $167 billion and adjusted earnings per share forecast to $25.50 from its earlie...
02 Sep, 2026, 01.51 PM IST
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...
02 Sep, 2026, 01.49 PM IST
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...
02 Sep, 2026, 11.51 AM IST
Semicon 2.0, ECMS & MPMS together can build end-to-end electronics value chain: ELCINAThe recently launched MPMS, with an outlay of Rs 62,500 crore, can further create demand and scale for these domestic inputs by promoting m...
02 Sep, 2026, 10.26 AM IST
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...
02 Sep, 2026, 07.42 AM IST
Anthropic to rent AI computing power from Nscale for $45 billionAnthropic has been aggressively expanding its computing power to meet demand growth it expects for products like AI coding tool, Claude Co...
27 Aug, 2026, 12.45 AM IST
- Samsung, SK Hynix stand to benefit as Nvidia AI server costs surge
Server manufacturers notified major data center customers, including Microsoft, Google, and Oracle, that prices for Nvidia-based AI systems...
25 Aug, 2026, 01.06 PM IST
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