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...
27 Jun, 2026, 12.21 PM IST
After Anthropic shutdown, China's Z. ai closes frontier gap as it plans dual listingChinese AI firm Z. ai is aiming for artificial general intelligence, fueled by strong investor interest after its GLM-5.2 model neared top ...
25 Jun, 2026, 04.36 PM IST
India among top AI-ready nations, one of world's least concentrated equity markets: J.P. MorganIndia has emerged as one of the top countries in artificial intelligence (AI) readiness, trailing only the U.S. and China, while remaining ...
24 Jun, 2026, 12.12 PM IST
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...
24 Jun, 2026, 11.01 AM IST
US remains global leader in AI, but China rapidly closing gap with cheaper models: JP MorganThe United States stands at the forefront of AI development, yet China is swiftly closing the gap with cost-efficient AI systems. Chinese c...
24 Jun, 2026, 10.54 AM IST
Qualcomm in talks to provide custom chip-design services to ByteDanceUS chip giant Qualcomm is reportedly in talks with Chinese tech behemoth ByteDance, parent of TikTok, to design custom chips. This move sig...
24 Jun, 2026, 10.14 AM IST
After workers, beggars replaced by robots: Viral video from China makes netizens question if begging will face 'layoffs'A Unitree humanoid robot was filmed soliciting donations on a Chinese street, claiming it needed funds for recharging. This incident follow...
23 Jun, 2026, 10.17 AM IST
3 AI stocks outweigh all of India: Why this concentration is sounding EM alarm bellsTwo Asian markets are heavily reliant on AI chipmakers, with TSMC, Samsung, and SK Hynix dominating emerging market indices. This concentra...
23 Jun, 2026, 09.16 AM IST
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...
20 Jun, 2026, 10.12 AM IST
Abu Dhabi's MGX weighs multi-billion deal for data centre operator DayOneAbu Dhabi's AI investor, MGX, is reportedly exploring the acquisition of Singapore-based data centre operator DayOne, signaling a significa...
20 Jun, 2026, 07.22 AM IST
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...
18 Jun, 2026, 08.48 PM IST
Donald Trump says Apple to partner with Intel on US chip design, productionA partnership with Intel helps Apple diversify its manufacturing base as it seeks additional chip capacity. The iPhone maker relies heavi...
18 Jun, 2026, 12.37 PM IST
US awards $500 million to Nvidia-backed SandboxAQ for finding new chipmaking materialsAmerica is investing heavily in its chip industry. The US government has given a massive $500 million to SandboxAQ. This company will devel...
17 Jun, 2026, 05.46 PM IST
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...
17 Jun, 2026, 08.25 AM IST
ByteDance in talks with China's Iluvatar CoreX to purchase AI chipsByteDance, the influential technology entity known for its innovative platforms, is reportedly in discussions to acquire AI chip technology...
15 Jun, 2026, 08.49 AM IST
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...
14 Jun, 2026, 08.58 AM IST
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 ...
12 Jun, 2026, 07.25 AM IST