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AI DEMAND 2025
Jefferies' Christopher Wood warns Microsoft, Meta, and Alphabet AI spending may backfireJefferies strategist Chris Wood has warned that Wall Street's hyperscalers risk massive capital destruction from excessive AI spending, arg...- How India and Japan are preparing for the AI economyIndia and Japan are forging a deep economic security partnership, moving beyond traditional aid and investment. The recent summit highlight...
- For one small business, AI was key to a quick start and expansionThe rapid emergence and spread of AI has become a defining feature of the U.S. economy, of prime interest to Federal Reserve officials tr...
- AI's biggest winners may be the engineers who don't write codeIndia's AI data-centre industry is witnessing explosive growth, leading to an unprecedented demand for mechanical and electrical engineers ...
- Nokia: How a forgotten stock from Finland doubled investors wealth in AI comeback storyNokia shares have doubled in 2026 as investors increasingly view the company as an AI infrastructure player. Strong cloud and AI orders, br...
- 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...
- Shopping without searching: The Agentic AI future Amazon, Swiggy and Zepto are building in IndiaAI's influence on online shopping is rapidly growing, with agents now completing tasks like purchases. Major platforms like Amazon, Swiggy,...
- 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...
- VC fundraising hits wall; WhatsApp’s new privacy headacheIndian VC firms are facing their hardest fundraising year in a decade as LPs tighten filters and demand cash returns. This and more in toda...
- Amazon's AWS commits $1 billion toward new unit for embedded AI engineersThe company is committing an initial $1 billion to the initiative with the goal of sending five to six pods of engineers to customers for 4...
- NRI equity inflow falls; Pi Ventures preps exitsNRI accounts are surging even as stricter compliance and a softer market cool equity inflows. This and more in today’s ETtech Morning Dispa...
- Inside Oyo’s FY26 profit; Gaming founders seek GST reprieveOyo parent Prism, which filed its updated IPO papers, reported a strong profit in the April-December period, courtesy of an unlikely source...
- 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...
- Vocus plans $343 million Sydney-Melbourne fibre link to meet AI demandMacquarie-backed Vocus is set to invest A$500 million in a new fibre network connecting Sydney and Melbourne by 2029. This pioneering ducte...
- Tata Communications announces strategic subsea cable investments between India and SingaporeTata Communications is significantly boosting its subsea cable network between India and Singapore, investing in new fiber capacity to enha...
- Why business impact is becoming the new measure of AI innovationThe ET Most Innovative AI Product Awards 2026 recognise AI solutions that have moved beyond experimentation to deliver measurable business ...
- Cyber talent gap widens as demand for hybrid skills outpaces supply"Modern cybersecurity sits at the intersection of digital platforms, AI deployment, regulatory accountability, operational resilience and c...
- Indian envoy holds talks with senior Chinese commerce ministry official on trade tiesIndian Ambassador Vikram Doraiswami met a senior Chinese Commerce Ministry official to boost trade and commercial cooperation. The discussi...
- Microsoft shares head for worst month since 2000 as AI concerns wipe out $570 billionMicrosoft shares are heading for their worst month since 2000, falling 17% in June as concerns over heavy AI spending and delayed returns e...
- 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...
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