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GLOBAL AI DOMINANCE
Global Market: Samsung, SK Hynix double down on AI chip boom with massive investment push despite oversupply risksSouth Korean chip giants Samsung and SK Hynix are investing trillions to boost memory chip production, fueled by soaring AI demand. This am...- Alternatives to OpenAI, Anthropic: With US prime AI off the table, India opts for fine ChinaChinese open-source models, already popular among startups due to lower costs, may now make their way to large enterprises looking to avoid...
- Korea taps Samsung, SK Hynix in $576 billion AI-chip drive to cement global leadershipThe plan, anchored by Samsung Electronics and SK Hynix, marks Lee's boldest push yet to align South Korea's AI and chip ambitions with his ...
- China, India see top firms lose market cap share in AI lagMajor stock markets in China, India, and Hong Kong are lagging in the global AI race, with top companies now holding a smaller market share...
- 'One-time opportunity': South Korea bets big on AI boomSouth Korea's chip industry is poised for a significant boost amidst soaring demand for AI components. Analysts highlight this as a crucial...
- SMEs need logistics partners, not just carriers: TransLink’s Vaibhav SalviWith global trade becoming increasingly complex, international logistics providers are evolving from parcel movers to end-to-end solution p...
- Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the leadJensen Huang, the CEO of computer chip giant Nvidia, was mobbed by onlookers as he hit the streets for the "zhajiangmian" noodles while vis...
- Delhivery’s Barua bets on consolidation; Amazon, Flipkart’s qcomm price warHappy Monday! Delhivery CEO Sahil Barua told us in an interview that the logistics sector is likely to see more consolidation. This and mor...
- Chris Wood’s big warning: The specific risk that will finally trigger the end of AI tradeJefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot ge...
- SpaceX initial public offering returns: Will SpaceX stock hold above $135 IPO price? Elon Musk's company is trading over 5 times than that of Nvidia salesSpaceX is trading at around 107 times its 2025 sales, an astronomical valuation. By comparison, AI heavyweight chipmaker Nvidia recently tr...
- ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen DongareAs Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, accordin...
- ETtech Deals Digest: Cred’s mega round lifts startup funding to $1.09 billion this week, up 290% on-yearIndian startups secured a significant $1.09 billion in funding across 14 deals, with fintech giant Cred leading the charge with a massive $...
- China begins to snap at America's heels in a tightening tech raceChina’s latest supercomputer ranking has renewed debate over global technology leadership, but current evidence shows the United States sti...
- Chinese AI models up to 50 times cheaper as enterprises reassess OpenAI, Anthropic costs: JPMorganThe report titled "Semiquincententacles: The US Grip on Global Markets," said growing cost pressures are prompting businesses to reconsider...
- India among top AI-ready nations, one of world's least concentrated equity markets: J.P. MorganIndia has emerged as one of the top countries in artificial intelligence (AI) readiness, trailing only the U.S. and China, while remaining ...
- Singling out Huawei, China's premier defends tech rise, rejects subsidy claimsChina's Premier Li Qiang has pushed back against claims that state subsidies fuel the nation's tech advancements in areas like AI and EVs. ...
- US remains global leader in AI, but China rapidly closing gap with cheaper models: JP MorganThe United States stands at the forefront of AI development, yet China is swiftly closing the gap with cost-efficient AI systems. Chinese c...
- Zuckerberg bets on Kunal Shah for WhatsApp’s aggressive financial services, AI pushMeta's WhatsApp is set for a major financial services and AI push with Kunal Shah at the helm. This move aims to leverage AI agents and the...
- Global Market: Standard Chartered bullish on Asia ex-Japan equities, sees strong AI-led growthStandard Chartered upgraded Asia ex-Japan equities to overweight, expecting the region to post the strongest earnings growth globally in 20...
- SK Hynix overtakes Samsung to become South Korea's most valuable companySK Hynix has surged past Samsung Electronics to become South Korea's most valuable company, driven by its dominance in high-bandwidth memor...
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