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NVIDIA MARKET DOMINANCE IN 2025
The empire of doubt, ally of convenience: America at 250, seen from IndiaAs America marks 250 years, its global dominance, built on military might and economic power, faces unprecedented challenges. Internal self...
Anthropic in talks with Samsung to develop custom AI chipAI giant Anthropic is reportedly exploring the creation of its own custom AI chips, holding talks with Samsung for a potential partnership....
WhatsApp turns admin, puts fee on business chats powered by AI modelsBeginning October 1, AI conversations on WhatsApp powered by third-party models could cost businesses nearly twice as much as those handled...
Trump's financial disclosure reveals 21,000 trades in 2025President Trump's first year saw over 21,000 securities trades, valued between $600 million and $1.86 billion, often coinciding with policy...
Yotta Data Services in talks with PE funds to raise $1 billionYotta Data Services is reportedly seeking $1 billion from global and domestic funds, aiming to sell a 25-30% stake at a $3 billion valuatio...
'India's private credit market primed for sustained growth'India's private credit market is poised for significant expansion, projected to reach $50 billion by 2030, fueled by increasing corporate f...
No longer magnificent? How Apple, Microsoft and other Mag 7 stocks are crumbling under AI pressureThe Magnificent Seven are underperforming as investors question whether massive AI spending will generate adequate returns. With $2.3 trill...
Ex-Intel exec Raja Koduri's OXMIQ raises $35 million to build licensable AI chip architectureAI chip startup OXMIQ, founded by former Intel executive Raja Koduri, has secured $35 million in Series A funding. The company aims to demo...
RBI flags AI stock boom as financial stability risk, says Indian banks remain resilientIndia's central bank has identified soaring AI stock valuations globally as a financial stability risk, warning of potential market spillov...
China's Meituan says new AI model trained on domestic chipsChinese tech giant Meituan has unveiled LongCat-2.0, a new AI model comparable to Google's Gemini 3.1 pro. This marks a significant achieve...
US Stock Market: Economic resilience collides with expensive valuations on Wall StreetThe US economy shows surprising strength with robust job growth and consumer spending, yet Wall Street is faltering. Investors are wary of ...
Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the leadJensen Huang, the CEO of computer chip giant Nvidia, was mobbed by onlookers as he hit the streets for the "zhajiangmian" noodles while vis...
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...
SpaceX initial public offering returns: Will SpaceX stock hold above $135 IPO price? Elon Musk's company is trading over 5 times than that of Nvidia salesSpaceX is trading at around 107 times its 2025 sales, an astronomical valuation. By comparison, AI heavyweight chipmaker Nvidia recently tr...
Beyond Nvidia: Why AI giants like OpenAI, Google and Amazon are building custom chipsThe AI race is heating up as tech giants like OpenAI, Google, Amazon, and Microsoft design their own chips to optimize AI operations. This ...
OpenAI spices things up with Jalapeno chips: Why the Sam Altman-led AI startup is building its own processorsOpenAI said it designed the chip from scratch in nine months. Broadcom handled silicon implementation, networking, and connectivity, while ...
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...
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...
Global Market: How SK Hynix's AI bet helped it eclipse Samsung in market valueSK Hynix’s rise to South Korea’s most valuable listed company reflects a long-term bet on HBM chips that became central to the AI boom. Bac...