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GEOPOLITICAL RISKS IN CLOUD COMPUTING
Is your data truly yours? India's sovereignty struggle with foreign cloud providers and AIIndian enterprises now prioritize data sovereignty over cost and scale in cloud procurement. New regulations and geopolitical shifts highli...- ESDS Software Solution IPO opens with GMP signalling 76% listing gains. Should you subscribe?The company has set the IPO price band at Rs 408–429 per share for its Rs 720-crore public offering. The subscription window will remain op...
- Nvidia pauses revenue-sharing deals with AI cloud companiesThe chip giant stepped back from the program last week, the Journal said, adding that it could still revamp the initiative later or fold it...
- ESDS Software raises Rs 216 crore from anchor investors ahead of IPO; Quant MF among top buyersESDS Software Solution raised Rs 216 crore from anchor investors ahead of its Rs 720 crore IPO, opening August 28. Priced at Rs 408-429, th...
- Nvidia at heart of data centre revolution, says BNP Paribas; sees 36% upsideBNP Paribas has issued an outperform rating on Nvidia with a target price of $285, implying a 36% upside. The brokerage highlighted Nvidia'...
- CrowdStrike raises annual revenue forecast on strong cybersecurity demandCrowdStrike is a cloud-native cybersecurity software firm that helps businesses protect their computers, cloud systems, accounts and data ...
- Anthropic to rent AI computing power from Nscale for $45 billionAnthropic has been aggressively expanding its computing power to meet demand growth it expects for products like AI coding tool, Claude Co...
- Oil shock could outlast conflictsGlobal oil prices are experiencing fluctuations as geopolitical tensions persist. The aspirations for a quick resolution of these conflicts...
- Next market winners: Jefferies sees potential in data centers as hyperscalers race for AI capacityHyperscalers are accelerating data-centre leasing as power constraints and lengthy development timelines limit supply. North American non-c...
- China's Moonshot in talks with Microsoft, Amazon, Google over K3 revenue sharingThe discussions highlight how China's leading AI models, often far cheaper than Western offerings, are gaining traction in the US, despite ...
- China's Moonshot in talks with Microsoft, Amazon, Google over K3 revenue sharing, sources sayMoonshot AI is negotiating revenue-sharing deals with Microsoft, Amazon, and Google. These talks could allow US cloud providers to host its...
- India AI policy: Pragmatism before sovereigntyNavigating the road to AI sovereignty, India confronts numerous hurdles amid fierce global rivalry. A pragmatic approach suggests that some...
- Food prices on the rise, domestic demand keeps economy strongIndia's economy shows resilience with improved domestic demand and strong economic activity. Food prices have seen a broad-based increase, ...
- Broad-base rise in food prices despite monsoon recovery, RBI's state of economy report showsIndia's economy shows resilience with improved domestic demand and strong activity. Food prices have seen a broad-based increase, impacting...
- Microsoft salary leak reveals how much employees make, from six-figure pay to huge stock awardsA recently leaked Microsoft spreadsheet has unveiled the salary details for almost six hundred employees, revealing a broad spectrum of bas...
- AI could become a new revenue engine for Indian telecom companies: SurveyIndian telecom providers see artificial intelligence as a major revenue growth driver. They will offer premium connectivity and advanced ne...
- Before the first server hums: India needs an impact test for the AI ageBefore advancing with AI infrastructure in India, it is crucial to conduct thorough impact assessments. Large data centres have high demand...
- Nvidia discusses Perplexity investment at $30 billion-plus valuationNvidia is discussing investing in Perplexity as part of an equity round that would value the AI startup at more than $30 billion, the I...
- Alibaba reports 9% rise in quarterly revenueAs businesses increasingly deploy artificial intelligence applications, demand for the cloud computing power needed to train and run those ...
- ETMarkets Smart Talk | Nifty enters ‘very attractive’ zone as earnings improve: Union AMC’s Sanjay BembalkarDespite muted foreign flows and persistent geopolitical uncertainties keeping a lid on the broader market, corporate earnings have remained...
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