AI race may depend more on access to power, infrastructure than chip supply: Morgan StanleyAccording to Morgan Stanley's latest analysis, the burgeoning AI infrastructure market is on track to experience a dire electricity shortfa...
17 Oct, 2026, 04.32 PM IST
AI stocks keep falling, but the rest of the market is supporting Wall StreetThe S&P 500 was virtually unchanged in midday trading after erasing an early loss. The weakness for AI stocks dragged the Nasdaq composite ...
15 Oct, 2026, 08.51 PM IST
AI cloud unicorn Neysa eyes 2027-end IPO, plans new Nvidia, AMD chips and own data centresCofounder and CEO Sharad Sanghi told ET AI the firm is seeing demand from Indian customers and global companies looking to use India as a c...
15 Oct, 2026, 12.31 PM IST
Global Market: TSMC set for sixth straight record quarterly profit on AI chip boomTSMC is expected to report its sixth consecutive quarter of record earnings, driven by surging AI chip demand and technology investments. A...
15 Oct, 2026, 10.42 AM IST
SoftBank junk bond sale raises stakes for CEO Son's all-in AI betSoftBank's promise to pay its highest-ever yields in a record $11 billion junk-bond offering highlights the pressure on CEO Masayoshi Son t...
14 Oct, 2026, 08.00 AM IST
ET Startup Awards 2026: Deeptech wants government to step up as the first customerAt the discussion, titled ‘Building the Hard Stuff in India’, moderated by Accel partner Prashanth Prakash, founders from the space, semico...
12 Oct, 2026, 10.58 AM IST
Trump’s AI liability push opens blame game for models gone rogueHolding AI developers financially responsible for the safety of their products has won support from Treasury Secretary Scott Bessent and fo...
10 Oct, 2026, 08.43 PM IST
US bond selloff resumes as 10- and 30-year yields hit fresh 24-year highsUS Treasuries are facing significant selling pressure as yields hit new highs, fueled by ongoing inflation concerns. Higher oil prices have...
07 Oct, 2026, 11.33 PM IST
SpaceX seeks $40 billion to buy Nvidia chips, FT reportsThe Elon Musk-led company is seeking to raise about $10 billion in bank loans and $30 billion in investment-grade debt to fund its chip ord...
07 Oct, 2026, 07.57 AM IST
Nvidia share price jumps nearly 30 per cent in 2026 as world's most valuable company heads for USD 6 trillion market valueNvidia stocks, market cap: Elon Musk's SpaceX is seeking to raise $40 billion in a financing effort led by asset manager Apollo Global Mana...
07 Oct, 2026, 05.13 AM IST
Nvidia, Broadcom shielded as AI power crunch hits chip supply chain, says Morgan StanleyThe brokerage estimated last month that US data-center developers face a 34% net power shortfall through 2028, equivalent to 32 GW, after a...
06 Oct, 2026, 12.30 AM IST
DigiLocker seeks private partners, Slurrp Farm's fundraise plansDigiLocker is set to bring more institutions onto its platform with the help of private AI integrators. This and more in today’s ETtech Top...
02 Oct, 2026, 07.38 PM IST
Nvidia's bet that its chips can finance the AI boom gets a Wall Street reality checkBy Saeed Azhar, Max A.- Nvidia's mammoth financing plan has opened a debate on Wall Street about how much its advanced chips and the infras...
02 Oct, 2026, 08.03 AM IST
IndiaAI Mission likely to rewire after GPU glitchThe IndiaAI Mission currently has access to about 30,000 GPUs against a total commitment of 45,000. Several firms that had committed capaci...
01 Oct, 2026, 06.00 AM IST
Data centre IPO hopefuls brave tougher market as investor scrutiny growsThe Singapore-based company develops and operates data centers for cloud and AI customers. It plans to make its filing with the US Securiti...
27 Sep, 2026, 07.20 PM IST
Data center IPO hopefuls brave tougher market as investor scrutiny growsData center operator DayOne is pushing ahead with its plans to go public as soon as November, according to three people familiar with the m...
25 Sep, 2026, 08.41 PM IST
IPO-bound Yotta plots $12 billion next-gen Nvidia chip orderThe Hiranandani Group’s data centre arm has already deployed 40,000 graphics processing units (GPUs) at an investment of $1.8 billion by Ju...
11 Sep, 2026, 06.00 AM IST