AI-driven data centre demand far outstrips supply despite record hyperscaler spending: JefferiesGlobal demand for data centres continues to significantly outpace available supply, creating a structural shortage that is expected to pers...
08 Jun, 2026, 10.33 AM IST
ASML lines up Elon Musk for virtual conference spotlightComputer chip equipment maker ASML said on Saturday that Elon Musk will speak at an internal company technology conference this week, discu...
06 Jun, 2026, 09.23 PM IST
AI, data centre boom powers these 9 stocks up to 477% in 2026. Can you still join the party?India's data centre industry is experiencing a multi-year growth phase, fueled by digitalization, cloud adoption, and AI demand. This surge...
03 Jun, 2026, 08.58 AM IST
Double, Trouble, Toil and the AI Bubble: Why the boom may not be what it seemsAs India navigates its AI and innovation trajectory, skepticism looms large. While AI technologies have fueled market growth worldwide, the...
01 Jun, 2026, 11.41 PM IST
SpaceX, OpenAI windfall fuels bets on next-wave Asian AI winnersAnticipating significant capital raises from tech giants like SpaceX and OpenAI, investors are shifting focus to Asian supply chain compani...
31 May, 2026, 11.48 AM IST
Dell stock skyrockets on AI demand: Can Dell become the next AI infrastructure giant as Wall Street rushes into Dell shares?Dell Technologies shares jumped nearly 40% after AI server demand exploded, shocking Wall Street. The Dell stock rally came as AI server bo...
29 May, 2026, 05.55 PM IST
French AI firm Mistral announces deals with BMW, AirbusFrench AI company Mistral is forging new alliances with automotive giant BMW and aerospace leader Airbus. These collaborations aim to expan...
28 May, 2026, 07.01 PM IST
The next phase of India manufacturing: HDFC AMC’s Rakesh Sethia breaks down real winners in EMS, aerospace & autoIndia's manufacturing sector is transitioning to deep tech localization, fueled by robust domestic demand and government incentives. HDFC A...
26 May, 2026, 09.00 AM IST
She got $400 million and a dream; now she's the woman who defied America's tech blockade - who is China's 'Chip Queen'?She was handed $400 million and one impossible mission — make Huawei independent from foreign chips. Years later, He Tingbo emerged as Chin...
25 May, 2026, 07.01 PM IST
Lam Research opens Austria lab to advance chip packaging, cut costsLam Research has launched a new research lab in Salzburg, Austria. This facility will focus on advanced chip packaging technology. The goal...
20 May, 2026, 06.14 PM IST
Modi in Netherlands: One firm holds the key to India's chip ambitionPrime Minister Modi's visit to the Netherlands highlights India's critical reliance on ASML, the sole provider of advanced lithography mach...
16 May, 2026, 01.55 PM IST
Korean chipmakers face critical trade-offs over China exports post Trump-Xi talksKorea's chip industry faces a dilemma as US-China talks on tech exports and rare earths unfold. While potential sales in China beckon, manu...
15 May, 2026, 12.19 PM IST
China's view on Elon Musk? Visionary, occasional villainIn a rapidly evolving Chinese market, Elon Musk enjoys admiration and faces competition in equal measure. Tesla's groundbreaking advancemen...
14 May, 2026, 11.51 AM IST
Behind tariffs and tech curbs, US and China are learning to coexist as rivalsDonald Trump arrives in Beijing for a summit amid ongoing trade and technology disputes. Two cycles of US-initiated actions and Chinese cou...
12 May, 2026, 11.12 PM IST
Portugal eyes bigger role in India’s infrastructure, manufacturing push as trade ties deepenPortugal's Minister of State for Economy, João Rui Ferreira, expressed readiness to contribute to India's infrastructure goals, highlightin...
11 May, 2026, 11.14 PM IST
The global markets are an AI story…or are they?The narrative that markets need an AI story is outdated. Leadership has shifted from Big Tech to broader markets and old-economy sectors, e...
04 May, 2026, 05.41 PM IST
Global Markets | European shares inch lower as tariff threats drag automakers; investors assess Mideast progressEuropean shares ticked lower on Monday as European automakers came under pressure following threats of a U.S. tariff hike, while investors ...
04 May, 2026, 02.47 PM IST