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Korea taps Samsung, SK Hynix in $576 billion AI-chip drive to cement global leadershipThe plan, anchored by Samsung Electronics and SK Hynix, marks Lee's boldest push yet to align South Korea's AI and chip ambitions with his ...- The AI boom won't burst all at once. It will pop in 'rolling bubbles': MacquarieMacquarie expects the AI investment boom to unwind through a series of "rolling bubbles" rather than a single crash, as different segments ...
- Key facts on South Korea's three chip and AI 'mega projects'Below is a summary of the investments and targets announced at the event and in corporate and government statements.
- AI chip rally faces reality check, but bubble fears may be overdone: Adrian MowatSouth Korean chip stocks are experiencing a temporary dip, not an AI bubble burst, according to EM-Equity Strategist Adrian Mowat. He attri...
- South Korean president to unveil massive AI and chip investment driveLee will preside over the event, framed as a national "great leap" due to be unveiled around 0500 GMT, his office said, with ministries c...
- 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...
- Lights, camera, AI: For entertainment companies, a prompt may come with copyright headacheIndian entertainment firms are heavily investing in AI for content creation, but a lack of clear copyright laws is creating significant own...
- ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen DongareAs Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, accordin...
- Amazon open to acquisitions in India, says CEO Andy JassyAsked whether Amazon would consider acquisitions in the quick commerce space and whether it might invest in homegrown AI companies such as ...
- AI unlikely to trigger 'Job Apocalypse', it may create uneven workforce disruption: Goldman Sachs ReportA Goldman Sachs report suggests that concerns regarding an impending 'AI job apocalypse' may be overstated. Over the next decade, while AI ...
- Microsoft under pressure: Why analysts remain bullish despite the recent selloffMicrosoft shares face near-term pressure from AI investment costs and Xbox price hikes, but analysts remain optimistic as Azure, Copilot, a...
- ETMarkets PMS Talk | A cooling—not a collapse—of the AI trade could be a tailwind for Indian equities: TrustLine CEOGlobal markets face AI investment boom risks, but a measured cooling could boost Indian equities by attracting foreign capital. N. ArunaGir...
- The AI boom is wobbling, but the bubble hasn't burstGlobal stock markets are experiencing a cautious rebound following a tech sell-off, fueled by AI spending and hawkish US interest rate sign...
- 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 ...
- India's AI boom cannot ignore its water crunchIndia's AI growth risks exacerbating severe water stress as data centers, crucial for AI infrastructure, consume vast amounts of water. Cit...
- Vishal Sikka’s AI startup Hang Ten Systems raises $32 million led by MayfieldFormer Infosys CEO Vishal Sikka has launched Hang Ten Systems, an AI startup focused on enterprise solutions, securing $32 million in seed ...
- Early Anthropic backer Menlo lands $3 billion in its largest-ever haulMenlo is set to announce that it’s raised $3 billion for a set of funds dedicated to backing AI startups, marking the venture firm’s larges...
- Info Edge says it invested Rs 1,003 crore on AI, deeptech startups since 2020Info Edge, the parent of Naukri, has significantly boosted its AI and deeptech investments, pouring Rs 1,003 crore into 54 startups since 2...
- Japan's Nikkei rises past 72,000 as AI euphoria persistsJapan's Nikkei index has soared past 72,000 for the first time, fueled by AI investment enthusiasm and positive U.S.-Iran peace talks. The ...
- Japan's Nikkei rises past 72,000 mark for first time as AI euphoria persistsJapan's Nikkei index soared past 72,000 for the first time, fueled by enthusiastic AI investments that overshadowed concerns about US-Iran ...
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