Oracle shares fell sharply in after-hours trading despite beating earnings estimates, as investors reacted to aggressive AI spending plans ...

Meta has tapped Reliance for India AI data centre. This and more in today's ETtech Top 5.

Tech companies that have long relied on strong cash flows are increasingly turning to debt financing as investment needs surge. Morgan Stan...

Memory storage is set to remain a structural bottleneck through 2027 as AI demand continues to absorb Dynamic Random-Access Memory (DRAM), ...

Saurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...

Global demand for data centres continues to significantly outpace available supply, creating a structural shortage that is expected to pers...

Indian industrial companies are experiencing significant growth by supplying components for data centers. These firms are crucial for build...

Anticipating significant capital raises from tech giants like SpaceX and OpenAI, investors are shifting focus to Asian supply chain compani...

Jefferies' Chris Wood warns of significant capital destruction in the current AI investment cycle, drawing parallels to past boom-and-bust ...

Optical fibre makers HFCL and Sterlite Technologies are experiencing a boom, with shares surging due to massive demand for AI-driven data c...

Global investors are focusing on artificial intelligence driven earnings growth, overshadowing geopolitical concerns. Strong US corporate p...

As the precious metals rally matures, market attention is shifting towards industrial commodities like copper and aluminium. Analysts belie...

ValueQuest's Sameer Shah champions a private equity approach to public markets. He focuses on deep research and conviction in identifying t...

Operators and investors ramping up capacity with billions in investments as India’s data centre capacity may touch 4 GW by 2030, writes Tan...

Nvidia expects revenue of $91 billion, plus or minus 2 per cent, compared with estimates of $86.84 billion, according to data compiled by L...

Nvidia's market value is expected to see a substantial swing following its earnings report. Options trading suggests investors remain optim...

Cisco announced nearly 4,000 job cuts as part of a strategic restructuring to boost investment in AI and growth areas. The networking giant...