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AI INFRASTRUCTURE COMPANIES
US Stocks: Micron, Intel and other chip stocks fall up to 11% after record-breaking rallyChip stocks experienced a significant downturn, with major AI rally leaders seeing sharp profit-taking after a record quarter. The VanEck S...02 Jul, 2026, 10.26 PM IST- From OpenAI to Sarvam, governments may want skin in the AI gameGovernments are exploring ownership stakes in leading AI firms like OpenAI and Sarvam AI, signaling a shift in viewing artificial intellige...02 Jul, 2026, 07.59 PM IST
- No longer magnificent? How Apple, Microsoft and other Mag 7 stocks are crumbling under AI pressureThe Magnificent Seven are underperforming as investors question whether massive AI spending will generate adequate returns. With $2.3 trill...02 Jul, 2026, 05.53 PM IST
- A coastal city in the south is quietly powering India's AI futureVisakhapatnam is emerging as India's next AI infrastructure hub, attracting massive investments from tech giants like Google and Reliance. ...02 Jul, 2026, 04.31 PM IST
- Palantir CEO slams OpenAI, Anthropic's token modelPalantir CEO Alex Karp has slammed the token-based pricing of AI giants like OpenAI and Anthropic, arguing businesses are wasting money wit...02 Jul, 2026, 03.35 PM IST
- 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...02 Jul, 2026, 01.08 PM IST
- ETtech Explainer: OpenAI is halving inference cost and what this meansOpenAI has reportedly halved its AI inference costs through significant optimizations, a crucial development amid rising AI development exp...02 Jul, 2026, 12.25 PM IST
- OpenAI offers 5% stake to Trump administration: reportThe proposed arrangement would involve other U.S. AI companies handing over a similar stake to the government, The Financial Times reporte...02 Jul, 2026, 11.47 AM IST
- India emerges as AI opportunity hub, but UN panel warns of gaps in infrastructure, talent and safeguardsA UN-backed panel's initial report highlights India's AI healthcare successes but warns of a growing 'AI divide'. While India possesses tal...02 Jul, 2026, 10.22 AM IST
- Oaktree-backed ITG jumps in Nasdaq debut, signaling strong AI infrastructure demandThe debut adds to signs that investor appetite for companies supporting the AI buildout remains robust, as hyperscalers and technology fir...01 Jul, 2026, 11.38 PM IST
- 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...01 Jul, 2026, 08.15 PM IST
- US Stocks: Meta building cloud business to sell AI computing, says report; shares riseMeta Platforms is reportedly exploring a move into the cloud computing business, aiming to lease out its surplus AI computing power. This s...01 Jul, 2026, 08.04 PM IST
- Meta building cloud business to sell excess AI capacity, Bloomberg News reportsMeta Platforms is reportedly exploring a move into the cloud computing business, aiming to lease out its surplus AI computing power. This s...01 Jul, 2026, 06.54 PM IST
- 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...30 Jun, 2026, 12.28 PM IST
- No chips, no glory for India's AI companies racing to lock in GPUsRamprakash Ramamoorthy, director of AI research, Zoho, which is running its own data centre, said the compute cost has gone up significantl...30 Jun, 2026, 07.36 AM IST
- Australia's Firmus Technologies strikes AI access deal with NvidiaFirmus said the deal would see it buy Nvidia infrastructure and sell Nvidia‑powered cloud services to "AI Native" customers, among others...28 Jun, 2026, 07.38 PM IST
- 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 ...27 Jun, 2026, 04.22 PM IST
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