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AI INVESTMENT COMPARISON 2025
AI capex cycle likely to end with market pushback, not spending cuts: JefferiesGlobal brokerage Jefferies suggests the AI investment boom might falter not due to tech giants cutting spending, but investor impatience fo...- AI's biggest winners may be the engineers who don't write codeIndia's AI data-centre industry is witnessing explosive growth, leading to an unprecedented demand for mechanical and electrical engineers ...
- 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...
- Yotta Data Services in talks with PE funds to raise $1 billionYotta Data Services is reportedly seeking $1 billion from global and domestic funds, aiming to sell a 25-30% stake at a $3 billion valuatio...
- Microsoft, AWS deploy engineer armies to help crack AIAWS and Microsoft want to embed thousands of their own engineers at client companies to help them capitalize on artificial intelligence, wh...
- 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...
- 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...
- 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...
- Fear and anger brew inside Meta amid AI frenzyA frenzied push for artificial intelligence dominance comes with a different kind of cost for Meta, where massive layoffs, employee surveil...
- NRI equity inflow falls; Pi Ventures preps exitsNRI accounts are surging even as stricter compliance and a softer market cool equity inflows. This and more in today’s ETtech Morning Dispa...
- Indian economy remains exposed to energy price shocks: RBI reportIndia's economy faces potential exchange rate volatility due to rising oil prices and supply chain issues, an RBI report revealed. Despite ...
- AI-enabled cyberattacks biggest near-term threat to financial system: RBIAI-powered cyberattacks are India's top financial system risk, according to the RBI's latest report. Banks and NBFCs are most concerned abo...
- RBI flags AI stock boom as financial stability risk, says Indian banks remain resilientIndia's central bank has identified soaring AI stock valuations globally as a financial stability risk, warning of potential market spillov...
- Binance intercepts $10.5 billion in frauds using AI, invests $300 million per year in complianceBinance said its AI-powered compliance systems intercepted $10.53 billion in potential fraud between 2025 and the first quarter of 2026, wh...
- 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...
- US stocks may be headed for a sharp correction, warns Andrew Freris amid AI spending boomMarket strategist Andrew Freris warns Wall Street's rally is built on shaky ground, citing weak earnings and excessive AI enthusiasm. He ad...
- 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 ...
- AI startup Rocket in talks to raise $40-50 million: sourcesIf completed at the current terms, the round will mark a sharp re-rating for the company less than a year after it raised $15 million from ...
- Musk’s SpaceX adds billions in debt while cutting interestElon Musk's SpaceX has successfully issued $25 billion in investment-grade bonds, a move that consolidates debt from X and xAI while loweri...
- 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...
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