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Hormuz oil shock echoes 1973 embargo lessonsThe recent Strait of Hormuz closure, though brief, signals a potential turning point for global energy. Echoing the 1973 oil embargo, this ...
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...
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...
India key to Mercedes’ technology stack, autonomous-driving ambitions: CTO Jörg BurzerMercedes-Benz is significantly leveraging its Indian R&D center in Bengaluru for its biggest software transformation to date, MB.OS, which ...
Fable 5 wake-up call; Indians chase SpaceX jackpotHappy Monday! The Fable 5 disruption has triggered fresh calls for India to build its own AI muscle. This and more in today’s ETtech Mornin...
War and AI force India Inc to rethink huge office dealsLarge office leasing deals in India are experiencing extended closing times as companies adopt a cautious approach to expansion amid geopol...
Indian staffing cos step up global reach to diversify revenuesIndian staffing companies are actively expanding their global reach. They are tapping into international talent shortages across sectors li...
Google to invest $50 million to train over 300,000 workers for construction and technical jobsGoogle is investing fifty million dollars to train more than three hundred thousand workers. This initiative targets construction and techn...
Why Google is investing millions in electricians, welders and pipefitters in the age of AIGoogle is investing $50 million through Google.org to train over 300,000 American workers for skilled trades like electrical work and weldi...
China's control over indium phosphide exports threatens AI data centre rolloutAnderson's visit was partly to raise the issue of delays in China's export licenses involving the highly strategic material, essential in m...
Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...
Stocks in news: Bharti Airtel, Vodafone Idea, NLC India, Motilal Oswal, HCL TechIndian markets saw a sharp decline on Monday amid global worries and geopolitical tensions. Nifty moved closer to a key support level. Seve...
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...
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 ...
Europe's tech 'liberation day'? Computer says not yetThe EU plan aims to boost European tech firms and limit some access for dominant U.S. rivals. It marks a key but initial step, with the blo...
PM Modi’s high stakes push for sovereign AI faces reality checkIndia is striving to build its own artificial intelligence capabilities, aiming for self-reliance and global export. However, the nation fa...
PCB makers seek 50% price hike as Iran war crushes supply chainsDomestic PCB manufacturers are demanding a 45-50% price increase and duty exemptions for imported components due to escalating production c...
AI paints a pretty infra pictureThe global AI race is shifting focus from models to infrastructure, power, and sovereign ecosystems, with energy efficiency becoming a key ...
Commodity upcycle: Why copper and aluminium could explode in coming quarters. Should Indians invest?As the precious metals rally matures, market attention is shifting towards industrial commodities like copper and aluminium. Analysts belie...
India may cheer an Iran deal, but peace in Hormuz won’t refill its emptying economic tankThe economic horizon of India is clouded by a dual predicament characterized by a lack of financial resources and innovative ideas. While r...