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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 ...
- Tech denial’s come home: The Anthropic shock is India’s wake-up callThe US government has restricted access to advanced AI models, impacting even its own engineers. This action highlights conditional trust f...
- Nvidia begins Vera CPU sales pitch to Chinese clients, sources sayThe outreach underscores how the world's most valuable company is quickly pivoting to the new product to revive its rapidly declining fortu...
- DLI-backed chip companies call for government procurement supportIndian semiconductor startups are urging the government for stronger market access and intellectual property protection. They highlight the...
- China's control over indium phosphide exports threatens AI data centre rolloutAnderson's visit was partly to raise the issue of delays in China's export licenses involving the highly strategic material, essential in m...
- Where Zepto stands in q-comm; H-1B relief kicks inHappy Wednesday! Zepto's IPO filing reveals where it really stands against Blinkit and Instamart. This and more in today’s ETtech Morning D...
- 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...
- US lawmakers urge tighter rules on contract chipmakers supplying Chinese firms' overseas unitsThis comes after the Trump administration last week moved to halt a potential loophole that may have led companies to export advanced chi...
- Europe's tech 'liberation day'? Computer says not yetThe EU plan aims to boost European tech firms and limit some access for dominant U.S. rivals. It marks a key but initial step, with the blo...
- Arm Holdings CEO says US would have difficulty banning AI CPU chip exports to ChinaArm Holdings CEO Rene Haas said on Tuesday that it would be difficult to block the export of CPUs to China that are useful for AI becaus...
- Arm says ByteDance, Oracle use its data centre CPU chipsSpeaking at the annual Computex conference in Taipei, Arm CEO Rene Haas said ByteDance and Oracle are customers of AGI central processing ...
- China's Zhipu AI plans to apply for Shanghai's Sci-Tech Board listingOne of the leading players in China's crowded artificial intelligence sector, Zhipu AI, said the proposed issuance of A shares, each with a...
- Nvidia to work with US, European humanoid robot makers in addition to China's UnitreeAfter CEO Jensen Huang's keynote address in Taiwan on Monday ahead of the Computex trade show, Nvidia announced that the company is working...
- US takes step to halt Nvidia AI chip shipments to Chinese firms outside ChinaThe unexpected guidance suggests the United States' best AI chips may have been making their way to the subsidiaries of Chinese AI firms ...
- India's chip startups cross from prototype to productionIndian semiconductor startups like Netrasemi, Mindgrove, and Agnit are nearing commercial production, with some already running customer pi...
- In China, AMD CEO Lisa Su is understated while Nvidia's Huang is more razzmatazzAMD CEO Lisa Su visited China, maintaining a low profile unlike Nvidia's Jensen Huang. This reflects differing strategies in China's crucia...
- In China, AMD CEO Lisa Su is understated while Nvidia's Huang is more razzmatazzAMD CEO Lisa Su visited China, adopting a low-profile approach. This contrasts with Nvidia CEO Jensen Huang's more public engagement. Their...
- Energy use forcing rethink of AI chip design, TSMC saysAI's massive electricity needs are now driving chip development. Energy efficiency is becoming more critical than raw computing power. TSMC...
- Global Market: Chinese AI and chip stocks rally after Huawei signals major tech leapChinese semiconductor stocks surged in Hong Kong following Huawei's announcement of a potential 1.4nm chip breakthrough using "LogicFolding...
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