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INFRASTRUCTURE BOOM
Gulf Oil eyes market leadership in India, global expansion to drive next growth phaseGulf Oil aims to surpass its rival and achieve the market leader status in India's lubricants sector. The company plans to invest approxima...- Fridge hacks and finance attacks flag AI insecurityThe growing use of AI in cyberattacks could pose a major threat to the global economy, financial markets and critical infrastructure, accor...
- India's data centre capacity set for 5x surge by 2030By March 2030, India’s data centre capacity is projected to soar to 7.5 gigawatts, fueled by escalating demand from global hyperscalers and...
- Friedrich Merz says Germany must preserve 'digital sovereignty' in AI eraGerman chancellor Friedrich Merz appointed a minister for digitalisation and modernisation when he took office last year and his government...
- Nasdaq Outlook: Is the worst over for AI-fuelled tech stocks?Wall Street’s AI-led rally faced a sharp setback as the Nasdaq recorded its biggest single-day fall since June. Heavy losses in technology ...
- AI debt surge pushes Magnificent Seven borrowing to $578 billion, up 45%: SBI ResearchThe combined debt of the seven largest US technology companies, widely known as the Magnificent Seven, has increased nearly 45 per cent to ...
- Besides the bubble, a big AI risk could be growing in the shadowsInvestors are worried about potential financial risks linked to Big Tech's investments in AI infrastructure. The technology sector recently...
- Nasdaq 100 cracks 5%, wipes out $2 trillion in October as AI spending fears deepenInvestor concerns about the high expenditures on artificial intelligence have intensified amidst rising borrowing costs. Major technology c...
- US Stock Market is feeling AI investments pressure but check list of stocks that are jumping amidst Artificial Intelligence spending fearsUS Stock Market today: As the world's biggest technology companies race to expand computing capacity, demand for such facilities has surged...
- Nasdaq faces $2 trillion wipeout in October as AI spending fears deepenThe wipeout would amount to slightly more than SpaceX's entire market value. The index has fallen over 5.8% so far in October as the AI tra...
- Nasdaq futures tumble over 2% as Amazon, Intel stoke AI spending concernsU.S. stock futures tumbled as Amazon's rising AI investments and Intel's cash burn warning heightened concerns over infrastructure costs, b...
- Global Market: Wall Street's top asset managers bet big on AI infrastructure boomWall Street’s leading alternative asset managers are ramping up investments in AI infrastructure, betting on long-term leases and creditwor...
- Michael Burry says Anthropic IPO papers show AI industry is 'catastrophically vulnerable'. What the 'Big Short' investor seesInvestor Michael Burry warned that Anthropic’s planned IPO exposes serious vulnerabilities in the AI industry, citing massive infrastructur...
- Global Market: Samsung Electronics posts record $80.5 billion quarterly operating profit on AI chip boomSamsung Electronics reported record quarterly operating profit of 107.4 trillion won, driven by surging AI memory chip demand. Despite stro...
- Samsung logs record $80.5 bln profits despite investor AI jittersMassive demand for AI chips delivered record quarterly profits to South Korea's Samsung Electronics on Thursday, but shares fell as investo...
- Gulf AI buffering, but on-streamThe escalating tensions between the US and Iran have hindered the progress of AI infrastructure development throughout the Gulf. While Gulf...
- The AI boom may transform the economy and still destroy capital, with stranded data centres and heavy investor lossesInvestments in artificial intelligence by major companies have significantly increased in recent years. The overall investment in other sec...
- AI bubble bursting or just letting out air? Neoclouds may offer cluesElon Musk has warned that over 200 neocloud companies may face significant challenges, including potential failures and consolidation. Desp...
- Is the AI boom real or a bubble? Nikhil Kamath asks Silicon Valley foundersThe artificial intelligence industry has attracted significant investments, reaching unprecedented valuation levels amid concerns. Discussi...
- Big Tech’s AI push faces a $1 trillion profit test, says UBSUBS Global Research indicates that major cloud companies must generate an additional $1 trillion in operating profits by 2031. They are exp...
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