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GLOBAL TECH CENTRES
'One-time opportunity': South Korea bets big on AI boomSouth Korea's chip industry is poised for a significant boost amidst soaring demand for AI components. Analysts highlight this as a crucial...- 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...
- The Japan-India Summit: Strategy maturing into substanceJapan's Prime Minister Sanae Takaichi's visit to India signals a deepening economic partnership, focusing on resilient supply chains and hi...
- Funding the 'mother of all cycles': Chris Wood cuts Indian stocks to double down on South Korean chip giantsChristopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, bett...
- Bleak job market for H-1B returnees; Delhivery investors' exitLaid off tech workers from the US face an unprecedented job slump back home. This and more in today’s ETtech Morning Dispatch.
- VCs pivot to EV infra & energy storage in new $65 million funding waveSeveral Indian battery-tech and energy transition startups are actively seeking to raise approximately $65 million, signaling a potential r...
- Global chip stocks surge as blowout Micron results reignite AI rallyGlobal chip stocks experienced a significant rally on Thursday, fueled by Micron Technology's stellar financial results and optimistic outl...
- Sarvam gets state backing; Andy Jassy’s India visitHappy Thursday! The Indian government may soon end up taking a stake in Sarvam AI. This and more in today’s ETtech Morning Dispatch.
- Forget power: The unquenchable AI thirst propelling water stocks up to 45%India's water sector is experiencing a surge, with stocks like Shakti Pumps and VA Tech Wabag jumping up to 45% in a month. This rally is f...
- Tech Mahindra CEO Mohit Joshi’s FY26 pay climbs 12% to Rs 67.5 croreTech Mahindra CEO Mohit Joshi's pay surged 11.7% to Rs 67.5 crore in FY26, surpassing peers at Wipro and TCS. This reflects the company's a...
- 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...
- STT, Tata Delhi data centre fire leaves clients fearing decades of data lost; Google hitA devastating fire at a New Delhi data centre, a joint venture between ST Telemedia and Tata Communications, has crippled Google Cloud serv...
- The Adani stock Morgan Stanley thinks could benefit most from India’s infrastructure pushMorgan Stanley has initiated coverage on Adani Enterprises with an Overweight rating and a target price of Rs 3,638, implying a 23% upside....
- Inside Meta's India investments: First Reliance, now CredThis was among the tech giant's biggest investments in the Indian startup ecosystem, which also shot Shah into the elite club of global tec...
- AI stocks are in a 'blowoff top' phase but the game isn't over yet: Jonathan SchiesslGlobal tech and AI stocks are undergoing a necessary correction, not a collapse, according to Westminster Asset Management's Jonathan Schie...
- Samsung's HBM4 sales cross $1 billion within four monthsSamsung Electronics Co. recorded more than $1 billion in sales for its sixth-generation high bandwidth memory (HBM) chips, known as HBM4, j...
- India's biggest space-tech opportunity lies downstream, not just in launchesSpaceX's massive valuation highlights the immense potential in space technology, with Starlink and AI driving value. While India's space st...
- Tech Mahindra leases 4 lakh sq ft office space in HyderabadIn a major real estate development, Tech Mahindra has secured 4 lakh sq ft of office space in Hyderabad with a 10-year lease, reinforcing t...
- Amazon points to water conservation steps in India amid data centre scrutinyAmazon has achieved a significant water conservation milestone in India, becoming "water positive" a year ahead of schedule. This means the...
- EU chases tech independence but gaps remainEurope wants more homegrown tech to cut its dependencies on the United States and China, but the EU warned Wednesday the bloc has more work...
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