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CLOUD COMPUTING INDUSTRY ANALYSIS
Apollo, Blackstone back Anthropic's $35 billion capacity expansion in new Broadcom tie-upApollo and Blackstone are investing $35 billion to boost Anthropic's AI computing power. This expansion will utilize Broadcom's custom chip...
Will India's AI multibaggers face a reality check as global bubble fears test valuations?India's AI stocks are facing scrutiny as global concerns about a tech bubble grow. Companies linked to data centers and high-performance co...
India’s quantum opportunity: Turning scale into strategic advantageIndia has a structural advantage in quantum computing. Its size inherently creates challenging optimisation issues, offering a practical te...
Apple CEO Tim Cook's final keynote at WWDC; Spotlight firmly on Siri AI and Apple's partnership with Google"One of the greatest highlights of my time as CEO have been events like this, sharing powerful new tools with all of you and what you creat...
Timing, not talent, holding back Snowflake’s India R&D expansion: Cofounder Benoît DagevilleSnowflake is prioritizing tightly integrated global engineering teams for core product development, impacting its R&D expansion plans in In...
AI-driven data centre demand far outstrips supply despite record hyperscaler spending: JefferiesGlobal demand for data centres continues to significantly outpace available supply, creating a structural shortage that is expected to pers...
AI isn’t just for large enterprises: Xebia's Anand Sahay on why MSMEs could be AI’s biggest winnersAs India accelerates its sovereign AI ambitions, the focus is shifting from infrastructure to outcomes, how businesses can harness AI to im...
SpaceX lands Google AI compute deal after Anthropic pact ahead of IPOAs part of the deal, Google will pay SpaceX $920 million monthly from October this year to June 2029, with capacity ramping up through Se...
How Larry Ellison, Masayoshi Son, Michael Saylor AI crypto billionaires reshaping legacy wealth in 2026 markets shift?Oracle’s AI cloud surge, SoftBank’s OpenAI-backed rebound, and MicroStrategy’s Bitcoin strategy reflect a new billionaire era. Over $1 tril...
The hidden shortage threatening the AI boom - how to prepare for what comes nextAI data center power shortage: The AI boom's next frontier is electricity, shifting focus from models and GPUs to the immense power needed ...
Pinterest deepens Amazon partnership with $4 billion cloud dealPinterest is investing heavily in its future with Amazon Web Services. The social media company will spend four billion dollars on cloud se...
US stocks: Pinterest deepens Amazon partnership with $4 billion cloud dealAmazon.com's cloud computing unit will provide Pinterest its custom chip processors, including Graviton and Trainium, to help scale its AI ...
Intel CEO unveils AI innovations and partnerships at mega tech event in TaiwanIntel unveiled new AI-focused technologies, strategic collaborations, and next-generation processors at Computex 2026. The company announce...
EU to unveil plan to wean itself off US, Asia techThe EU will set out on Wednesday how the 27-country bloc hopes to slash its dependence on American and Asian technology, and favour Europea...
Companies face hardware talent crunch amid AI boomIndia faces a significant shortage of AI hardware engineers, including HVAC, robotics, and industrial automation specialists, as AI adoptio...
NVIDIA’s latest AI chip explained: The future of AI-powered computersNVIDIA’s new AI chip reflects a shift toward computers that can actively assist users rather than simply execute commands. As AI moves onto...
NVIDIA and Microsoft bet on AI agents to reinvent the personal computerNVIDIA and Microsoft are set to launch new Windows PCs powered by AI. These devices will act as intelligent assistants, performing tasks fo...