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SATYA NADELLA AI INVESTMENT
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...- 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...
- Amazon open to acquisitions in India, says CEO Andy JassyAsked whether Amazon would consider acquisitions in the quick commerce space and whether it might invest in homegrown AI companies such as ...
- Microsoft under pressure: Why analysts remain bullish despite the recent selloffMicrosoft shares face near-term pressure from AI investment costs and Xbox price hikes, but analysts remain optimistic as Azure, Copilot, a...
- Beyond the Beat: How Micron is redefining the future of AI memoryMicron’s record earnings and nearly $100 billion backlog underscore AI-driven transformation in memory markets. Strong HBM demand, discipli...
- ETMarkets PMS Talk | A cooling—not a collapse—of the AI trade could be a tailwind for Indian equities: TrustLine CEOGlobal markets face AI investment boom risks, but a measured cooling could boost Indian equities by attracting foreign capital. N. ArunaGir...
- Anthropic expands hiring for AI infra roles in A-Pac amid surge in demandThe hiring push comes as Anthropic works to expand its computing capacity beyond the US. The company had said in a blog post in April that ...
- Amazon to invest additional $13 billion in India AI, cloud infrastructure by 2030Amazon is injecting an additional $13 billion into India's AI and cloud infrastructure by 2030, bringing its total planned investment to ov...
- Indian investors lead the world in AI adoption for finance, but still trust humans with the final callIndian wealthy investors are leading the world in using AI for financial research and analysis, with 86% leveraging the technology. While A...
- Meta's WhatsUpside Down hire: How Kunal Shah broke the Valley playbookSilicon Valley's AI talent war saw tech giants acquire engineers. However, Meta's Mark Zuckerberg broke the mold by investing $900 million ...
- Kunal Shah’s WhatsApp coronation is a masterclass in dealmakingShah is stepping down as Cred’s chief executive, with finance and strategy head Miten Sampat taking over on an interim basis. Shah becomes ...
- Intellectual curiosity & infectious optimism: Industry cheers Kunal Shah's new role as WhatsApp HeadIndia Inc. is celebrating Kunal Shah's appointment as WhatsApp head, hailing it as a milestone for Indian startup leadership. Industry lead...
- Kunal Shah's WhatsApp appointment underscores India's expanding Big Tech footprintKunal Shah, CRED founder, is set to lead WhatsApp globally, joining a distinguished line of Indian-origin tech leaders. This appointment hi...
- 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...
- How did Microsoft CEO Satya Nadella become one of the world's most admired leaders? 6 books recommended by him that offer cluesSatya Nadella, the CEO of Microsoft, draws substantial inspiration from his extensive reading. Influential texts such as 'Forged in Crisis'...
- Microsoft sued by shareholders over expenses, cloud business, AIAbout $357 billion of market value was erased, and Microsoft's stock suffered its biggest one-day decline in nearly six years.
- Building a frontier ecosystem over models essential for global economic value: Microsoft CEOMicrosoft chairman and CEO Satya Nadella stated that the priority for the global economy must center on building a frontier ecosystem rathe...
- YouTube earns more from Xbox games than Microsoft: CEO Satya NadellaMicrosoft CEO Satya Nadella said that YouTube generates more revenue from Xbox games than Microsoft itself, highlighting a struggle to mone...
- Microsoft has considered spinning off Xbox: ReportMicrosoft is exploring significant changes for its Xbox gaming division. Options include a potential spinoff or restructuring as a wholly o...
- If AI agents can act on their own, who is responsible for their actions?Microsoft CEO Satya Nadella believes businesses should begin treating AI agents more like employees, complete with identities, permissions,...
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