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...
Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycleSouth Korean tech giants Samsung and SK Hynix are investing billions in AI chip production, a move lauded by President Lee Jae Myung. While...
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...
India Inc keen to take bite of AI, but RoI and security hold it from sinking teethIndian businesses are eager to adopt AI but face hurdles in scaling projects securely and profitably. Leaders emphasize that successful AI ...
South Korean president to unveil massive AI and chip investment driveLee will preside over the event, framed as a national "great leap" due to be unveiled around 0500 GMT, his office said, with ministries c...
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...
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 ...
Need to de-risk single-point failures in global AI supply chains: US officialAccording to a high-ranking official from the US, there is a strong partnership between India and the US in fortifying global AI supply cha...
India's tech services sector to remain key to global enterprises in AI era: Nasscom US CEO ForumIndian tech firms are poised to lead global enterprises into the AI era, moving beyond experimentation to production value. Discussions at ...
AI is plowing through the workplace. This new group wants to help people adapt and have jobsA newly formed bipartisan nonprofit named RAISE US is set to launch with over $500 million aimed at tackling job losses anticipated from ar...
35 nations, including India, sign statement on AI opportunity at Pax Silica Summit in USAt the second Pax Silica Summit held in Washington on Thursday, 35 nations signed the Joint Statement on AI Opportunity, aligning behind a ...
ET Most Innovative AI Product Awards 2026 spotlight enterprise AI solutions redefining business performanceAs enterprises scale AI adoption, innovation is moving beyond customer-facing applications. From finance, operations, tax, and legal functi...
IndiaAI backing could make government a minority shareholder in SarvamThe central government could end up with a 1-2% stake in AI startup Sarvam, valued at $1.5 billion, as part of its $300 million funding rou...
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...
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...
Meta expands its smart glasses portfolio with new Meta Glasses Line starting at $299Meta and EssilorLuxottica have launched new AI-powered smart glasses, Meta Glasses, starting at $299. These glasses feature updated designs...