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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...- America’s formula for attracting Indian tech talent is hard to copy, but nations are still tryingDespite growing global competition, United States continues to be the top choice for Indian tech professionals. This enduring appeal stems ...
- India's brain-gain moment may be starting with a crack in the American dreamAs green card backlogs, visa uncertainty and layoffs reshape the American dream, India is emerging as a stronger destination for globally e...
- Ahead of Market: 10 things that will decide stock market action on FridayBSE Sensex and Nifty 50 extended gains for a second session, led by banking, metal and pharma stocks despite IT weakness. Analysts flagged ...
- CoreWeave tops revenue estimates as AI boom supercharges cloud demandCoreWeave Inc. has surpassed revenue expectations. Strong demand for its high-performance computing services fuels this growth. These servi...
- Nvidia stocks: Why is NVDA share price down even as AI giant paid several billion dollars investment in in Corning?Nvidia CEO Jensen Huang said the AI chip supplier has made "a multi-billion-dollar prepayment" that was not disclosed when it announced an ...
- Anthropic commits to spending $200 billion on Google's cloud and chips: ReportAI startup Anthropic will spend a massive $200 billion with Google Cloud over five years. This deal significantly boosts Google's revenue b...
- Meta falls behind as Alphabet, Amazon outpace Facebook-parent in AI shift during earningsTech giants, including Google-parent Alphabet, Amazon, Microsoft, and Meta, announced their quarterly earnings on Wednesday, with the Faceb...
- Google stock price, Alphabet earnings, revenue and profit rise after AI drives quarterly resultsGoogle stock price, Alphabet earnings, revenue and profit moved higher after the company reported strong quarterly results. The company pos...
- Google parent Alphabet's cloud unit beats quarterly revenue estimates on strong AI demandAlphabet's cloud unit revenue surged 63% to $20 billion, exceeding estimates and driven by strong enterprise spending on AI infrastructure....
- Did Microsoft lose its AI edge? What changed in the Microsoft OpenAI deal— and why Microsoft stock fell while Amazon stock surged?What changed in the Microsoft OpenAI deal? Microsoft stock fell 2–3% after the Microsoft OpenAI deal ended exclusivity, shaking the AI mark...
- From users to builders: How AI and low-code are rewriting who builds softwareCitizen development and AI-driven “vibe coding” are reshaping how software is built inside organisations, shifting creation power from IT t...
- CoreWeave strikes AI cloud deal with Anthropic, shares riseCloud infrastructure firm CoreWeave has secured a significant deal with AI startup Anthropic. This multi-year agreement will provide Anthro...
- TCS CEO calls Street "wrong" on AI threat; posts $40-bn order book and $2.3 billion in AI revenue for FY26TCS CEO K Krithivasan dismisses fears of IT giants faltering in an AI-first era, asserting the company is actively leading the AI transitio...
- Microsoft taps Anthropic for Copilot Cowork in push for AI agentsMicrosoft is enhancing its Copilot service with Anthropic's AI technology. This move aims to meet the growing demand for autonomous agents....
- SAP's 2026 cloud forecasts disappoint, shares drop 15%, biggest daily loss since 2020German software company SAP's 2026 cloud revenue forecast failed to meet market expectations on Thursday and the company's shares fell by ...
- Streaming services, messaging platforms offline for hours by AWS outage, exposing dependence on internetPopular internet services ranging from streaming platforms to messaging services to banking were offline for hours Monday due to an outage ...
- ET Explainer: How Oracle became the new Nvidia amid AI cloud surgeOracle's stock experienced a significant 36% surge following the announcement of multi-billion-dollar AI cloud deals, including a substanti...
- VMware charged with misleading investors by obscuring financial performanceVMware, acquired by chip and software maker Broadcom from Dell Technologies for $61 billion in May this year, misled investors about its or...
- Germany's SAP shares slip as improved outlook still falls shortShares in the firm whose software is used for finance, human resources management and supply-chains were down 2% by mid morning, after an i...
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