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AI HARDWARE SHIFT
Bengaluru emerges as India's U30 capital as startup ecosystem turns DeepTech and hardware-focused: Priyank KhargeBengaluru has emerged as India's premier hub for young entrepreneurs, with 21 founders making it to the Avendus Wealth - Hurun India U30 Li...- 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...
- 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...
- Lumio’s Project Neo hands-on: How WhatsApp and Instagram are becoming your TV remoteLumio is revolutionizing TV content discovery with Project Neo, an AI-powered experience accessible via WhatsApp and Instagram. Instead of ...
- Non-AI Nifty suddenly beating Nasdaq, South Korea & Taiwan bourses: Is the global tech trade finally reversing?India's Nifty is surprisingly outperforming global tech giants like Nasdaq, South Korea, and Taiwan, marking a potential reversal in the AI...
- AI chip demand stays strong, but component shortages emerge as next challenge: NomuraThe artificial intelligence (AI) boom is entering a new phase where the biggest challenge is no longer demand for AI chips but shortages of...
- 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,...
- Dell is significantly expanding its domestic server manufacturing footprint in IndiaDell Technologies continues to strengthen its manufacturing footprint in India, with significant local contribution across key Infrastructu...
- South Korea's Kospi plunges 8%, extending a two-day slide. What's unsettling the world's hottest market?South Korean stocks experienced a sharp two-day decline, with the KOSPI index plummeting over 10%. This downturn was fueled by concerns ove...
- 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...
- World's three largest memory chipmakers sued in US over DRAM supply shift to AI memoryA class-action lawsuit has been filed in the US against Samsung, SK hynix, and Micron, accusing them of restricting traditional DRAM supply...
- No M6 Pro and Max By Apple ? What is in the pipeline for the next Apple silicon?Apple's predictable chip roadmap is reportedly set for a major shift, with the company possibly skipping M6 Pro and Max variants to focus o...
- 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 ...
- 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...
- 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...
- Apple CEO John Ternus looks to revive design culture amid AI fervourApple's incoming CEO is expected to strengthen the company's design-led culture as AI reshapes the technology industry.
- Samsung's HBM4 sales cross $1 billion within four monthsSamsung Electronics Co. recorded more than $1 billion in sales for its sixth-generation high bandwidth memory (HBM) chips, known as HBM4, j...
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