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AI INFRASTRUCTURE
US Stock Market: Big tech's AI spending boom raises cash flow concerns despite early returnsAmerica's biggest technology companies are beginning to generate meaningful AI-driven revenue, but surging infrastructure spending is putti...- AI-focused E2E Networks shares hit 5% upper circuit as firm swings to black in Q1, revenue soars 334%AI-focused cloud provider E2E Networks hit the upper circuit after reporting a sharp turnaround in Q1FY27, posting a net profit of Rs 44 cr...
- Robot AI company Noetra is 'last chance' for Japan, CEO saysJapan's Noetra company is developing foundational AI and robotics technology. This government-backed venture aims for greater domestic tech...
- Nvidia supplier Wistron launches $700 million Texas factory for AI system productionThe Fort Worth facility manufactures Nvidia's GB300 Grace Blackwell Ultra Superchip. Nvidia CEO Jensen Huang has described the AI system bu...
- US ambassador sees $40 billion tech investment wave into Portugal by 2031Portugal anticipates significant US technology investment by 2031. This will establish it as Europe's primary hub for American AI infrastru...
- Powerful rally! This Wall Street AI winner with 500% share price jump is not your typical chip stockGE Vernova has surged over 500% since its 2024 spin-off, emerging as a key AI infrastructure play. Investors are betting on rising electric...
- Microsoft to fund Mistral's European AI expansion in multibillion-dollar dealAs part of the agreement, Microsoft Azure customers will be able to develop software using Mistral's data centers in France, giving Microso...
- Chipmaker IQE raises annual sales growth forecast on AI, data centre demandIQE has raised its full-year revenue growth forecast significantly. IQE upgraded its 2026 revenue growth forecast to above 30%, from 20% pr...
- Iren shares jump 16% as $2.8 billion AI cloud deals lift revenue targetIREN shares surged after the company secured $2.8 billion in AI cloud contracts and raised its 2026 revenue target. Strong demand for GPU i...
- Downfall of a Wall Street darling: Why Oracle shares crashed 65% from peakOracle shares have dropped about 65% from their peak as investors shift focus from AI-driven cloud growth to rising capital expenditure, de...
- Moonshot is creating new winners and losers in the AI tradeThe Chinese startup unveiled Kimi K3 on Friday, a model that it says delivers performance that rivals top-tier offerings from OpenAI and An...
- Who is Uday Ruddarraju? Indian-origin techie who left Elon Musk’s xAI to power OpenAI’s next big pushUday Ruddarraju (Google Trends): Uday Ruddarraju now leads OpenAI's compute infrastructure as Chief Technology Officer. He previously worke...
- Global Market: AI chip rally faces valuation test as investors rotate towards hyperscalersAI chipmaker stock rallies are losing momentum as investors reassess valuations. Hyperscaler capital expenditure growth is projected to slo...
- Among AI crowd, some investors position for slower hyperscaler spending growthFor most of the past two years, the opposite trade prevailed: investors piled into semiconductor and infrastructure companies on the assump...
- ETtech Explainer: Why AI startups like Emergent, Sarvam, UnifyApps are seeing bigger bets & soaring valuationsIndian artificial intelligence startups are experiencing significant funding and valuation surges. Emergent and Sarvam AI recently achieved...
- Karnataka to roll out comprehensive data centre policy to support infra requirements of AIKarnataka will soon unveil a comprehensive data centre policy to support AI infrastructure needs. This policy aims to create essential digi...
- Data center firm Switch taps banks for IPO that could value it up to $80 billionData center operator Switch is preparing for a significant initial public offering. This offering could potentially raise up to ten billion...
- Google AI Hub ecosystem in Vizag expands with ₹1,008-crore logistics park, 5,000 new jobsA new logistics and light industrial park will support Google's AI Hub in Visakhapatnam. This Ecobox development represents a significant R...
- ET Graphics: Wall Street cuts AI giants’ paper valuation loopLast week, AI bellwethers including Nvidia, AMD and Intel came under renewed selling pressure, while semiconductor stocks such as Micron, B...
- Open-source AI will offer India code sovereignty: ExpertsIndia cannot own every AI layer, but open ecosystems and optionality can avoid vendor lock-in and establish control over critical data, gov...
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