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AI SUPPLY CHAIN INVESTMENT IN ASIA
China, India see top firms lose market cap share in AI lagMajor stock markets in China, India, and Hong Kong are lagging in the global AI race, with top companies now holding a smaller market share...- Alternatives to OpenAI, Anthropic: With US prime AI off the table, India opts for fine ChinaChinese open-source models, which were already popular among startups due to lower costs, may now make their way to large enterprises looki...
- AI investment boom may fuel financial risks: BISThe Bank for International Settlements (BIS) has cautioned about the financial dangers linked to the rapid growth of AI, pointing to issues...
- The Japan-India Summit: Strategy maturing into substanceJapan's Prime Minister Sanae Takaichi's visit to India signals a deepening economic partnership, focusing on resilient supply chains and hi...
- Funding the 'mother of all cycles': Chris Wood cuts Indian stocks to double down on South Korean chip giantsChristopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, bett...
- Need to de-risk single-point failures in global AI supply chains: US officialAccording to a high-ranking official from the US, there is a strong partnership between India and the US in fortifying global AI supply cha...
- Italy to join US-led Pax Silica AI initiative despite Trump spatItaly is set to join the US-led Pax Silica initiative, aimed at securing artificial intelligence supply chains, despite a recent diplomatic...
- Global giants commit over $90 billion investment in India amid geopolitical uncertaintyGlobal giants are pouring over USD 90 billion into India, signaling strong confidence in its long-term growth despite global uncertainties....
- India-US hold roundtable to deepen AI, chips, critical minerals cooperationIndia and the United States held a closed-door roundtable bringing together senior government officials and industry leaders to strengthen ...
- 35 nations, including India, sign statement on AI opportunity at Pax Silica Summit in USAt the second Pax Silica Summit held in Washington on Thursday, 35 nations signed the Joint Statement on AI Opportunity, aligning behind a ...
- US announces PaxPass to streamline the movement of critical AI goods at Pax Silica summitThe 2nd Pax Silica Summit brought together over 30 nations, advocating for 'innovation sovereignty' and AI policies conducive to growth. Hi...
- "Excited to partner India": US Under Secy for Economic Affairs Jacob Helberg at sidelines of Pax Silica SummitThe US is excited to collaborate with India on the Pax Silica initiative, which is designed to enhance reliable trade in essential AI produ...
- Anthropic expands hiring for AI infra roles in A-Pac amid surge in demandThe hiring push comes as Anthropic works to expand its computing capacity beyond the US. The company had said in a blog post in April that ...
- Oil, AI and chips: The new resource race redrawing markets and nationsThe leap to a $5 trillion valuation for Nvidia underscores a dramatic paradigm shift: semiconductors have become the driving force of globa...
- Global Market: Standard Chartered bullish on Asia ex-Japan equities, sees strong AI-led growthStandard Chartered upgraded Asia ex-Japan equities to overweight, expecting the region to post the strongest earnings growth globally in 20...
- 3 AI stocks outweigh all of India: Why this concentration is sounding EM alarm bellsTwo Asian markets are heavily reliant on AI chipmakers, with TSMC, Samsung, and SK Hynix dominating emerging market indices. This concentra...
- Rupee rebounds, but risks aboundThe rupee has experienced a brief rebound fueled by optimism surrounding the potential reopening of the Hormuz Strait and a decrease in oil...
- Data centers are stewing in their own pollutionA new study reveals a significant portion of planned data centers face high climate risks, potentially becoming uninsurable due to extreme ...
- How India can win in a rewired global economyIndia is poised to gain from global supply chain shifts. Strategic neutrality and domestic focus are key. The nation must build robust buff...
- 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...
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