Chris Wood’s big warning: The specific risk that will finally trigger the end of AI tradeJefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot ge...
ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen DongareAs Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, accordin...
Ukraine plans domestic AI computing capacity with KyivstarUkraine is bolstering its domestic AI computing power through a partnership with Kyivstar, aiming to secure critical infrastructure amid th...
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.
Agility Robotics heads to Wall Street in a $2.5 billion bet on staffing warehouses with humanoidsAgility Robotics, an AI-driven humanoid robotics for warehouse operations, plans to go public with a remarkable $2.5 billion valuation. Thi...
Apple-Intel chip deal makes strategic sense but production is years awayApple is reportedly turning to Intel for chip manufacturing, a move driven by TSMC's inability to meet surging AI demand and Apple's need f...
OpenAI unveils custom chip it designed with Broadcom to boost its AI infrastructureOpenAI has unveiled its first custom AI chip, Jalapeno, developed with Broadcom to boost its infrastructure. This move aims to overcome com...
Qualcomm to buy AI startup Modular for $4 billion in AI software pushQualcomm is acquiring AI startup Modular for nearly $4 billion in an all-stock deal. This move aims to enhance Qualcomm's software capabili...
Oil, AI and chips: The new resource race redrawing markets and nationsThe leap to a $5 trillion valuation for Nvidia underscores a dramatic paradigm shift: semiconductors have become the driving force of globa...
Yotta ramps up AI push with additional $6 billion investmentYotta Data Services is injecting a massive $6 billion into expanding its AI infrastructure, significantly boosting its Nvidia GPU deploymen...
China tightens indium export checks as AI demand increasesWhile the metal isn't yet restricted, new customs checks and requests for end-user information suggest a potential prelude to tighter contr...
Amazon in talks to sell custom AI chips in bid to cut Nvidia’s dominanceAmazon is planning to sell its custom artificial intelligence chips to other companies. This move aims to compete with Nvidia's strong hold...
US President Trump says Apple to work with Intel to manufacture chips in USApple is set to collaborate with Intel for chip design and manufacturing within the United States. This move aims to diversify Apple's prod...
Nvidia's Jensen Huang pledges AI will boost manufacturing jobsThe factory represents a fundamental test of whether, as Huang believes, AI will be a source of job creation instead of a technology that s...
Nvidia hires veteran lobbyist Bruce Andrews to head government affairsAndrews' move to the world's largest company comes as Nvidia attempts to ensure its continued influence in Washington and as its ties to ...
Man uses wheat flour to look like Nvidia's Jensen Huang and now has thousands of followers on social mediaA young man from rural China has become an internet sensation impersonating Nvidia CEO Jensen Huang. Yang Yang gained tens of thousands of ...