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CHINESE DATA CENTRES
Hormuz oil traffic rebounds as Gulf exporters find workarounds: ReportOil shipments through the Strait of Hormuz are increasing for non-Iranian producers. This surge occurs despite ongoing tensions between Was...- 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...
- 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.
- Why IPO valuations, SpaceX’s included, may not conclusively capture the current state of AI playThe AI IPO season is here with SpaceX, Anthropic, and OpenAI preparing for huge listings. These companies are seeking public funds to cover...
- CRISIL's Dharmakirti Joshi gives India a 7 out of 10 on growth durability; says private capex has the money but not the willIndia's economic growth remains strong and durable. Corporate India possesses robust financial health but lacks the confidence to invest. N...
- India's biggest trade bet comes with six red flagsIndia may be adding more trade partners, but its latest FTA report card comes with several red marks. A new study by the Global Trade Resea...
- India should review FTAs, overhaul investment screening, report saysIndia should reassess the effectiveness of its existing Free Trade Agreements (FTAs), modernise its investment screening framework and adop...
- 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...
- China out, India in? The Japanese begin a quiet but powerful pivotJapanese banks are increasingly shifting their Asia strategy from China to India and Southeast Asia as slowing growth, rising costs and geo...
- DeepSeek slated to draw $7 billion in maiden fundraising, sources sayThe fundraising could value the company after the investment at between 350 billion yuan and 400 billion yuan, or between $52 billion and...
- 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 ...
- AI paints a pretty infra pictureThe global AI race is shifting focus from models to infrastructure, power, and sovereign ecosystems, with energy efficiency becoming a key ...
- Tech jobs go cold; Chip startups shift gearIndia’s tech hiring has fallen to its lowest level in more than two years. This and more in today's ETtech Top 5.
- India and US push deeper AI and chip ties as firms eye access to next-generation technologiesA new chapter in Indo-American relations is unfolding as India and the US deepen their partnership in artificial intelligence and semicondu...
- US-led AI investments risk capital destruction: Chris WoodJefferies' Chris Wood warns of significant capital destruction in the current AI investment cycle, drawing parallels to past boom-and-bust ...
- 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...
- French AI firm Mistral announces deals with BMW, AirbusFrench AI company Mistral is forging new alliances with automotive giant BMW and aerospace leader Airbus. These collaborations aim to expan...
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