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India eyes open source, homegrown AI amid access curbs on frontier modelsIndia is championing open-source and homegrown AI models to counter potential access restrictions on advanced frontier technologies. The IT...- 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...
- US Stock Market: Economic resilience collides with expensive valuations on Wall StreetThe US economy shows surprising strength with robust job growth and consumer spending, yet Wall Street is faltering. Investors are wary of ...
- 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 ...
- The AI boom won't burst all at once. It will pop in 'rolling bubbles': MacquarieMacquarie expects the AI investment boom to unwind through a series of "rolling bubbles" rather than a single crash, as different segments ...
- Key facts on South Korea's three chip and AI 'mega projects'Below is a summary of the investments and targets announced at the event and in corporate and government statements.
- China, India see top firms lose market cap share in AI lagMajor stock markets in China, India, and Hong Kong are lagging in the global AI race, with top companies now holding a smaller market share...
- AI chip rally faces reality check, but bubble fears may be overdone: Adrian MowatSouth Korean chip stocks are experiencing a temporary dip, not an AI bubble burst, according to EM-Equity Strategist Adrian Mowat. He attri...
- 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...
- AI investment boom may fuel financial risks: BISThe Bank for International Settlements (BIS) has cautioned about the financial dangers linked to the rapid growth of AI, pointing to issues...
- Lights, camera, AI: For entertainment companies, a prompt may come with copyright headacheIndian entertainment firms are heavily investing in AI for content creation, but a lack of clear copyright laws is creating significant own...
- ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen DongareAs Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, accordin...
- Amazon open to acquisitions in India, says CEO Andy JassyAsked whether Amazon would consider acquisitions in the quick commerce space and whether it might invest in homegrown AI companies such as ...
- Microsoft under pressure: Why analysts remain bullish despite the recent selloffMicrosoft shares face near-term pressure from AI investment costs and Xbox price hikes, but analysts remain optimistic as Azure, Copilot, a...
- ETMarkets PMS Talk | A cooling—not a collapse—of the AI trade could be a tailwind for Indian equities: TrustLine CEOGlobal markets face AI investment boom risks, but a measured cooling could boost Indian equities by attracting foreign capital. N. ArunaGir...
- The AI boom is wobbling, but the bubble hasn't burstGlobal stock markets are experiencing a cautious rebound following a tech sell-off, fueled by AI spending and hawkish US interest rate sign...
- 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 ...
- India's AI boom cannot ignore its water crunchIndia's AI growth risks exacerbating severe water stress as data centers, crucial for AI infrastructure, consume vast amounts of water. Cit...
- Japan's Nikkei rises past 72,000 as AI euphoria persistsJapan's Nikkei index has soared past 72,000 for the first time, fueled by AI investment enthusiasm and positive U.S.-Iran peace talks. The ...
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