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GPU CLOUD BUSINESS
Iren shares jump 16% as $2.8 billion AI cloud deals lift revenue targetIREN shares surged after the company secured $2.8 billion in AI cloud contracts and raised its 2026 revenue target. Strong demand for GPU i...- Ingram bets big on India's AI, cloud pushIndia has become Ingram Micro's second-largest market globally. Accelerated AI adoption and data centre investments fuel this significant g...
- Amazon in talks to sell custom AI chips in bid to cut Nvidia’s dominanceAmazon is planning to sell its custom artificial intelligence chips to other companies. This move aims to compete with Nvidia's strong hold...
- Nvidia begins Vera CPU sales pitch to Chinese clients, sources sayThe outreach underscores how the world's most valuable company is quickly pivoting to the new product to revive its rapidly declining fortu...
- AI workloads push data centres to upgrade fire and cooling systemsData centres are significantly upgrading fire safety, cooling, and electrical systems following a recent Google Cloud incident. The surge i...
- As Cos fast-track AI adoption, data & infra readiness come under spotlightPriorities for next phase: Real-time decision-making, customer experience, sovereign control over data, and compliance.
- As India Inc’s AI adoption accelerates, data and infrastructure readiness come under spotlightPriorities for next phase: Real-time decision-making, customer experience, sovereign control over data, and compliance.
- 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...
- As cos fast-track AI adoption, data & infra readiness come under spotlightIndian companies are rapidly adopting artificial intelligence. While some have fully integrated AI, many are still in pilot phases. Challen...
- India's data centre capacity could hit upper end of 5-8 GW target by 2030; Adani, Reliance best placed, says BernsteinIndia’s data centre capacity could expand to the upper end of the projected 5-8 GW range by 2030 from about 1.5 GW currently, according to ...
- Australia's Megaport secures four new AI infrastructure contracts, to raise $594 millionThe four contracts, all with U.S.-based technology providers running AI applications, are expected to start in the first half of 2027 and...
- India’s AI boom could turn data centres into the next big infrastructure race: KPMGIndia's data centre sector is set for massive growth, reaching nearly $46 billion by 2033. AI workloads and cloud adoption are key drivers....
- Nvidia Q1 earnings report preview: Can NVDA beat AI chip rivals AMD, Amazon, Google, and Cerebras again? The AI giant faces its most critical Wall Street moment of the yearNvidia Q1 earnings report: With $78.75B in expected revenue and rising competition from AMD, Cerebras, Amazon, and Google, Nvidia's Q1 FY20...
- Dara Khosrowshahi on Uber’s India bets, AI & jobs; Nvidia’s Simplismart betHappy Monday! Uber CEO Dara Khosrowshahi sat down with ET to discuss the company’s ambitions in (and for) India, among other things. This a...
- Ola's full stack AI plans shrink on A-level exits, funding woesKrutrim, Ola founder Bhavish Aggarwal's ambitious AI venture, has seen a significant leadership exodus and workforce reduction. Key AI and ...
- Krutrim announces strategic pivot to AI cloud services, reports 3x revenue growth and first net profit in FY26Krutrim, India's first AI unicorn, is now a focused domestic AI Cloud Services provider. The company reported strong financial figures for ...
- AI startup Nava raises $22 million in round led by Greenoaks CapitalRTP Global and Unicorn India Ventures participated in the round. The company will use the fresh capital to expand its GPU compute and AI da...
- GPU firms step up their tech stackWith computing costs falling and GPU access improving, some Indian players are pivoting their strategy to double down on software offerings...
- E2E Networks becomes first company in India to procure 256 Nvidia H200 GPUsE2E Cloud's flagship product, TIR, an AI development studio, will be the first in India to feature H200 GPUs, giving developers access to c...
- Airtel teams up with Vultr to offer cloud solutions for enterprise clientsVultr, the world’s largest privately-held cloud computing company will help Airtel’s enterprise customers to gain global reach and cost-per...
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