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POWER CONSTRAINTS IN AI
Global Market: AI trade faces biggest test yet as chip stocks tumble across AsiaAsian AI stocks tumbled as rising bond yields, higher financing costs, and concerns over excessive infrastructure spending weakened investo...- US AI data centre startups raise $33.5 billion in 2026 amid power constraints: ReportThe report said investors are increasingly backing technologies that combine energy supply with computing infrastructure as power availabil...
- US AI data centre startups raise $33.5 billion in 2026 amid power constraints: Morgan StanleyUS startups have significantly increased their funding, raising $33.5 billion for technologies addressing AI data centre challenges. This f...
- Blackstone COO flags tech disruption, geopolitical conflicts as global risks; says India's investment climate improvingBlackstone President Jonathan Gray highlighted risks like technology disruption, geopolitical conflicts, and government debt affecting the ...
- Sony Playstation PS5 Pro: Why PS5 Pro prices are skyrocketing ahead of GTA 6 launch amid ongoing supply issuesSony has increased the prices of the PS5, including the Pro version that is currently facing supply shortages. The PS5 was originally launc...
- US AI infra demand driving Zetwerk’s order book growth: CEO Amrit AcharyaAcharya added that the perception that India has been missing from the AI infrastructure supply chain had weighed on sentiment towards the ...
- Juspay slips into losses in FY26 on AI investments; revenue rises 30%In the fiscal year 2026, Juspay encountered a net loss of Rs 90 crore, attributed to substantial investments in artificial intelligence and...
- Edelweiss Asset Management launches Edelweiss US Technology Equity Fund in GIFT City, invests in JPMorgan US Technology FundEdelweiss Asset Management launched the Edelweiss US Technology Equity Fund through GIFT City, providing dollar-denominated exposure to JPM...
- Growth hinges on local reforms, not protectionism: Indermit GillIndia holds a unique opportunity to enhance its economic growth but must address internal challenges effectively. Rapid reform and the effi...
- Telecom’s DC power legacy can offer a blueprint for AI data centres: Vertiv’s Greg FunkFunk said data centre operators can draw on benefits of efficiency and reliability as AI concentrates more computing power into smaller spa...
- Stable institutions, steady pursuit of reforms will steer India to 2047 goal: Jean-Claude TrichetIndia's journey to becoming a developed nation by 2047 hinges on institutional stability and sustained economic reforms. Former European Ce...
- US stocks: S&P 500, Nasdaq reach record closing highs as focus pivots to earningsThe US stock market finished on a high note, buoyed by stabilizing crude prices and easing Treasury yields, offering much-needed relief to ...
- As AI threatens to overload the power grid and America faces an electricity crunch, here’s what tech giants are betting on to keep the power flowingU.S. electricity consumption grew by less than 0.5% annually. Now, AI data centers, factories, robotics and wider electrification are pushi...
- ETtech Q&A: From Anthropic to OpenRouter, Menlo Ventures' Matt Murphy and Venky Ganesan on how the firm bets on AIPartners Matt Murphy and Venky Ganesan on the Anthropic bet, life beyond it, where the firm is putting its money now, and why India's AI fu...
- Nvidia, Broadcom shielded as AI power crunch hits chip supply chain, says Morgan StanleyThe brokerage estimated last month that US data-center developers face a 34% net power shortfall through 2028, equivalent to 32 GW, after a...
- Trump has just fired the starting gun on a new Cold War with ChinaThe US-China AI race is increasingly taking on the character of a Cold War-style strategic contest, with artificial intelligence becoming l...
- Beyond the SIM: Inside Jio and Airtel’s high-stakes AI pivotJio and Airtel are taking their rivalry beyond connectivity as both invest heavily in AI-ready data centres, cloud platforms, enterprise to...
- Anthropic eyes $518 billion AI buildout; backed by 80% non-cancellable dealsThe AI startup said it plans to spend at least $111.1 billion with Google , $110 billion with Amazon and $31.4 billion with Microsoft under...
- Anthropic warns AI may pose 'existential risks to humanity' in IPO filingAnthropic plans to caution potential investors in its IPO that advanced AI could pose "catastrophic or existential risks to humanity," an e...
- AI spending growth seen slowing sharply by 2028, marking shift towards software: Morgan StanleyMorgan Stanley expects the next 6-12 months to be a transition period, with opportunities broadening beyond semiconductor and infrastructur...
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