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Google in talks with Samsung to make part of next-gen chip: ReportGoogle is reportedly in talks with Samsung Electronics for manufacturing a component of its upcoming AI processor. This collaboration could...- US stocks: Oracle shares tumbles 12% as hefty AI spending, debt plans spook investorsOracle faced a sharp decline in stock prices on Thursday, triggering alarms among investors who are anxious about the company’s escalating ...
- KKR launches $10 billion AI infrastructure company with Nvidia, VistraThe Kuwait Investment Authority, AI chip giant Nvidia and utility firm Vistra are anchor investors in the company, called Helix Digital I...
- Hidden AI India winners add $48 billion on data-center boomIndian industrial companies are experiencing significant growth by supplying components for data centers. This trend is driven by massive g...
- OpenAI considers drastic price cuts, anticipating war for users with Anthropic: ReportThe ChatGPT-maker confidentially filed for an IPO earlier this week after archrival Anthropic did the same last week. OpenAI CEO Sam Altman...
- Explained: Why Oracle shares crashed 10% in extended trading despite earnings beatOracle shares fell sharply in after-hours trading despite beating earnings estimates, as investors reacted to aggressive AI spending plans ...
- OpenAI says Chinese propaganda is being deployed to foment dissent over tariffs, data centersThe company said its efforts, dating to late 2025 and early 2026, appeared to have had little or no effect, but it is another indication of...
- 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.
- Global AI debt issuance to top $500 billion in 2026: Morgan StanleyTech companies that have long relied on strong cash flows are increasingly turning to debt financing as investment needs surge. Morgan Stan...
- Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...
- SoftBank's attempt to get $6 billion OpenAI margin loan stalls: ReportThe company is considering various fundraising options, the report said, adding that it could still move forward with the margin loan at a ...
- No tech rule exemption for Apple, EU regulators say amid spat over Siri AI delayEuropean Union regulators have rejected Apple's plea to delay the launch of its new Siri AI in the EU. Apple had sought an 18-month exempti...
- China prepares $295 billion plan to fund nationwide AI buildout: ReportNational Development and Reform Commission is among key government agencies drafting a blueprint to build a network of inter-connected co...
- Tech stocks dive as Fed bets rattle AI rallyAsian markets are experiencing a significant downturn. High-flying semiconductor stocks are bearing the brunt of the selloff. This follows ...
- Saving Siri: After two years of stumbles, is Apple's AI moment here?Siri debuted in 2011 and is accessible through the bulk of Apple's installed base of 2.5 billion devices, but hundreds of millions of consu...
- White House AI policy adviser Krishnan to leave positionSriram Krishnan, a White House AI policy adviser, is set to depart his role by June's end. He is reportedly considering establishing a new ...
- Meta weighs big equity raising to finance AI infrastructure: FTThe report comes after Alphabet moved to raise $84.75 billion in upsized equity offerings, as Big Tech competes to build data centers and...
- Hidden AI Winners: Little-known D-Street stocks soar up to 530%Indian industrial companies are experiencing significant growth by supplying components for data centers. These firms are crucial for build...
- IT needs selectivity, not blind bargain hunting; Energy, defence and healthcare offer better opportunities: Gurmeet ChadhaMarket expert Gurmeet Chadha advises investors to be selective in the IT sector, despite attractive valuations, focusing on stock-specific ...
- Double, Trouble, Toil and the AI Bubble: Why the boom may not be what it seemsAs India navigates its AI and innovation trajectory, skepticism looms large. While AI technologies have fueled market growth worldwide, the...
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