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
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...
02 Jul, 2026, 05.35 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
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
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
Global Market: Samsung, SK Hynix double down on AI chip boom with massive investment push despite oversupply risksSouth Korean chip giants Samsung and SK Hynix are investing trillions to boost memory chip production, fueled by soaring AI demand. This am...
01 Jul, 2026, 09.47 AM IST
A pail of water may unleash India's ₹20 lakh crore opportunityIndia faces a significant water crisis, with demand projected to double supply by 2030, creating a massive ₹20 lakh crore investment opport...
30 Jun, 2026, 02.12 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
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 ...
30 Jun, 2026, 09.43 AM 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
Korea taps Samsung, SK Hynix in $576 billion AI-chip drive to cement global leadershipThe plan, anchored by Samsung Electronics and SK Hynix, marks Lee's boldest push yet to align South Korea's AI and chip ambitions with his ...
29 Jun, 2026, 04.22 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
Micron overtakes Meta in market value amid relentless AI infrastructure demandMicron Technology has surpassed Meta Platforms in market valuation for the first time, driven by a strong AI-fueled rally. The memory chip ...
26 Jun, 2026, 02.17 PM IST
US stocks | Micron overtakes Meta, Tesla in market value amid relentless AI infrastructure demandMemory chip giant Micron Technology has surpassed Meta Platforms in market valuation for the first time, driven by a robust AI-fueled surge...
26 Jun, 2026, 12.42 PM IST
Anthropic expands hiring for AI infra roles in A-Pac amid surge in demandThe hiring push comes as Anthropic works to expand its computing capacity beyond the US. The company had said in a blog post in April that ...
25 Jun, 2026, 06.56 PM IST
Global Market Today: Asia stocks rebound from tech selloff, Kospi jumpsAsian markets saw a cautious rebound Wednesday after a significant tech-led global selloff, reigniting worries about the AI rally's sustain...
24 Jun, 2026, 06.47 AM IST