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AI SUPPLY CHAIN COUNTRIES
Straitjacket of Washington: Limits of US unilateralism are evident in consequences of its deal with IranUS actions are testing global limits. Iran deal, Indian sailor deaths, G7 summit divisions and tech export bans are among the top examples ...
India, Italy can expand cooperation in Africa through AI Hub and development initiatives: Ambassador BartoliIndia and Italy are set to boost their collaboration in Africa. An AI Hub for Sustainable Development is planned, alongside initiatives in ...
Compliance complexity is the defining challenge amid tariff uncertainties: Maersk Asia Pacific surveyVietnam, Thailand, and India emerge as key multi-country hubs. AI adoption is high, but integration with compliance platforms is crucial fo...
Focus on structural trends, ignore market noise: Hiren VedMarkets react quickly to news, but Hiren Ved of Alchemy Capital Management advises focusing on reality over narratives. He highlights a glo...
Global Markets: AI supply chain bets propel Asian hedge funds to stellar performanceAsia-focused hedge funds delivered outsized returns in 2026 by riding the artificial intelligence boom across semiconductors and related te...
Fable 5 shock puts sovereign AI back on India’s agendaUS export controls on advanced AI models have spurred India's call for sovereign AI development. Industry leaders warn against reliance on ...
DBS optimistic about India’s long-term structural growth: Chief says country must invest in talent; focus on wealth spaceDBS Bank's CEO views India as a significant long-term growth opportunity. The nation can benefit from the AI-driven demand for hardware. Ho...
AI risks are here, time for tough rules: Anthropic CEO Dario AmodeiAs artificial intelligence grows more powerful, governments must move beyond transparency measures and introduce stronger regulations to ad...
Meta partners with Reliance to set up its first data centre in IndiaMeta Platforms is significantly boosting its India investments with a new 168 MW data center in Jamnagar, Gujarat, in partnership with Reli...
Reliance, Meta announce Jamnagar data centre; CleanMax to supply over 900 MW renewable energy capacityMeta Platforms is investing heavily in India's digital future. The company is partnering with Reliance Industries to build a new data cente...
Meta-Reliance AI hub; SAP CEO on India's AI edgeMeta has tapped Reliance for India AI data centre. This and more in today's ETtech Top 5.
India-US energy cooperation could help drive USD 500 bn trade goal by 2030, report saysIndia and the United States can boost bilateral trade to USD 500 billion by 2030. Deeper cooperation in hydrocarbons is key. The energy rel...
AI demand to keep memory tight through 2027, chipflation to squeeze consumer hardware and cloud costsMemory storage is set to remain a structural bottleneck through 2027 as AI demand continues to absorb Dynamic Random-Access Memory (DRAM), ...
Samsung Electronics considers building chip packaging plant: ReportSamsung is expected to unveil the investment plan at a meeting between South Korean President Lee Jae Myung and the heads of the country's ...
India can take the lead in applying AI in industries: SAP CEO Christian KleinSAP CEO Christian Klein believes India can lead in applying AI to industries like manufacturing and finance, rather than just replicating l...
Samsung Electronics considers building chip packaging plantSamsung Electronics is exploring a significant investment in Gwangju, South Korea. The company is considering a new advanced semiconductor ...
AI-driven data centre demand far outstrips supply despite record hyperscaler spending: JefferiesGlobal demand for data centres continues to significantly outpace available supply, creating a structural shortage that is expected to pers...
AI mania reorders Asia's stock marketsWith AI investments taking center stage, South Korea and Taiwan's stock markets have outpaced India in terms of market capitalisation, larg...
Trump signs AI memo addressing issues in Anthropic-Pentagon feudUS national security agencies are now required to work with multiple artificial intelligence providers. This directive follows a dispute wi...
Govt to tap AI for mapping supply chains and investment clustersIndia's upcoming Statistical Business Register (SBR) will leverage AI and analytics to map supply chains, identify investment clusters, and...