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CHINA AI SPENDING
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...- India not shining enough for international tourists, arrivals likely to stay flat this yearIndia's foreign tourist arrivals are projected to plateau this year, influenced by rising oil prices from ongoing global conflicts that hav...
- 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...
- India's cyclical recovery faces risks; oil supply shock, AI capex may hit corporate margins from Q2FY27: ReportIndia’s economic recovery faces growing risks from the oil supply shock, fading domestic stimulus and slowing AI investment, Nuvama Institu...
- ByteDance secures $29.6 billion loan in AI push, sources sayByteDance secured a massive $29.6 billion loan from nearly thirty banks. Chinese banks provided over sixty percent of this significant loan...
- If Europe's AI sovereignty relies on Mistral, 'we're doomed': French finance ministerEuropean sovereignty in artificial intelligence (AI) cannot depend on a single startup like Mistral, France's Finance Minister Roland Lescu...
- 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...
- India could be a big winner in AI data centre boom, but power demand may be the catchIndia is set to gain significantly from the global AI data centre expansion. Demand for local cloud infrastructure and sovereign AI is driv...
- 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...
- 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...
- Huawei H1 profit drop quickens to 36% on rising costs, R&D spendingThe Chinese technology company said net profit for January to June fell to 23.81 billion yuan ($3.54 billion), accelerating from a 32% drop...
- Nvidia’s 70% sales growth forecast sends a message to AI doubters. What did CEO Jensen Huang say?Nvidia has forecast a 70% jump in revenue for fiscal 2028, signalling that strong AI computing demand remains intact despite memory supply ...
- Nvidia rises after signaling longer AI spending runwayThe world's most valuable company projected 70% revenue growth next fiscal year and forecast current-quarter sales above Wall Street estima...
- Nvidia forecasts 70% sales growth next year, signals AI spending boom has years left to run"AI has reached its inflection point. It's doing useful work. Its tokens are productive and profitable. Now, compute is revenue," Nvidia Ch...
- Nvidia earnings: Chipmaker forecasts Q3 revenue at $108 billion, above analysts' estimates as Q2 profit, revenue double YoYNvidia earnings: Nvidia forecasts strong third quarter revenue, exceeding analyst expectations significantly. The company sees a trillion-d...
- Bill Gates, alarmed by AI, has policy ideas he wants to discuss with China's Xi JinpingThe Microsoft cofounder and billionaire philanthropist Bill Gates told Reuters in an interview that he believes China might agree to restri...
- German firms report rising cyber threat from foreign intelligence services, study showsMore than one in three companies hit by cyberattacks, or 37%, said they had attributed at least one incident in the past 12 months to a for...
- Disquiet grows over AI's dangers: Gates sets tone for pivotal one-on-one with Xi as a race against time beginsAI risks: A key proposal Bill Gates plans to raise is international monitoring of AI systems capable of designing molecules or assisting bi...
- India AI policy: Pragmatism before sovereigntyNavigating the road to AI sovereignty, India confronts numerous hurdles amid fierce global rivalry. A pragmatic approach suggests that some...
- Workers in China worry over being replaced as they adapt to the growing impact of AI on jobsRapid adoption of AI in many fields, from computer programmers to script writing and physical tasks, is pushing people out of their jobs or...
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