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AI ARMS RACE
The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chipsDBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...- 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...
- 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...
- Tashi Network, DroneVerse complete drone swarm field trial in DelhiTashi Network and DroneVerse successfully conducted a 72-hour drone swarm field trial in Delhi, showcasing autonomous tactical cells securi...
- The next AI arms race will be over certainty, not intelligenceRecent AI model restrictions by the US government signal a new era of uncertainty, impacting global tech development. India faces a critica...
- Who is Abelardo De La Espriella? Trump-admiring millionaire lawyer with ties to Álvaro Uribe wins Colombia's presidencyColombia has elected nationalist lawyer Abelardo De La Espriella as its next president, defeating left-wing senator Iván Cepeda. Nicknamed ...
- Can Elon Musk's xAI challenge Anthropic after SpaceX's $60 billion Cursor AI acquisition from Anysphere?SpaceX has agreed to acquire Cursor AI parent Anysphere for $60 billion in an all-stock deal, days after SpaceX's blockbuster Nasdaq debut....
- Big yard, iron fences: Why India must chase AI sovereignty nowThe expanding limitations on advanced AI technologies in America underline a pivotal change in the landscape of global tech commerce. This ...
- 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...
- Ukraine's defence AI chief predicts 'new paradigm' of warfareUkraine's military is integrating artificial intelligence into its defense systems, anticipating a future "war of operating systems" with R...
- Chinese hackers pose biggest espionage threat to tech firms, CrowdStrike saysChina-linked hackers presented the largest espionage threat to technology firms in the past year. This surge coincides with significant inv...
- The safe keepers: Inside India's booming locker economyIndia’s locker economy is booming amid rising gold prices and household wealth. While banks remain the preferred repository, private vault ...
- Apollo wraps up $35 billion debt to buy AI chips for AnthropicThe package, one of the biggest private credit transactions in history, highlights the race by top-tier financiers to fund data center cons...
- Why Amazon has struggled to crack IndiaAmazon's India strategy is changing: under new leadership, the company is focusing on profitability over rapid growth. This shift comes as ...
- Conflict in Middle East & its evolution will dominate proceedings of Russia’s leading foreign policy forumMoscow hosts the 12th Primakov Readings forum discussing a world without rules. Global impacts of regional conflicts, especially in the Mid...
- At Big 4 firms, AI is starting to reshape the tax professionMajor accounting firms in India are embracing artificial intelligence for tax services. AI is automating routine tasks, research, and draft...
- Quant Mutual Fund bets on under-owned, under-researched, undervalued and neglected territory stocks for alpha generationQuant Mutual Fund is strategically focusing on under-owned, under-researched, and neglected market segments for higher alpha generation. Th...
- AI giant Anthropic confidentially files for US IPOAnthropic has confidentially filed for a US IPO, marking a major step in the AI sector’s expansion on Wall Street. The move highlights stro...
- AI giant Anthropic confidentially files for US IPOAI leader Anthropic has confidentially filed for a US initial public offering. This move signals a significant event for the booming AI sec...
- Data spills at home; Green card limbo deepensHappy Tuesday! Recent data-collection experiments by on-demand platforms have drawn attention to Indian physical AI startups. This and more...
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