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SHIFT TO OWN AI INFRASTRUCTURE
- 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...
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...- 10 Terms to Know Ahead of India Mobile Congress 2026, as AI-led evolution of telecom networks continuesIndia Mobile Congress 2026 will showcase the pivotal role of Artificial Intelligence in revolutionizing telecom network operations. Focusin...
- Anthropic's IPO prospectus shows sweeping AI vision, surging costsBut the cost to get there will be staggering. Anthropic reported a net loss of $42 billion in 2025, and plans to spend $518 billion on clou...
- Samsung, affiliates commit $1 billion to KKR-backed Helix Digital AI buildoutSamsung Electronics will invest $500 million, while Samsung C&T, Samsung SDS, Samsung SDI, Samsung Life Insurance, and Samsung Fire & Marin...
- Amid safety and oversight questions, US-China AI development race continuesUS President Donald Trump will meet a group of top technology executives at the White House on Tuesday to discuss where to draw the line be...
- Meet Chirantan Desai, Meta's pick to lead its new enterprise AI platformDesai was poached by Meta from database software company MongoDB, where he served as president and CEO for 11 months. MongoDB said on Monda...
- Anthropic targets more than $2 trillion valuation in closely watched IPO despite $42 billion 2025 lossAnthropic is planning an IPO that could value the company at over $2 trillion. Despite reporting a net loss of $42 billion last year, its r...
- Goldman Sachs identifies 42 Indian stocks riding AI build-outSeveral Indian companies are emerging as significant players in the AI infrastructure sector, according to Goldman Sachs. These 'AI Enabler...
- Turing Laureate Whitfield Diffie backs 90% cheaper CPU-driven AIRunning AI models on local CPUs could also reduce dependence on centralised infrastructure and technology suppliers, he said. “My interest,...
- AI trade enters a new phase: Why DBS favours AI adopters over capex-heavy playersDBS says the AI investment theme is entering a selective phase as investors focus on companies converting AI adoption into productivity, st...
- Nvidia approves record $150 billion share buyback plan as AI boom powers cash generationNvidia approved an additional $150 billion in share buybacks, taking its remaining authorisation to $235 billion through fiscal 2028. The r...
- 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...
- The next era of cybersecurity is hyper -consolidated cyber defenceFor years, enterprise cybersecurity has followed a familiar pattern. Every new threat has been met with another security product. Networks,...
- Global Market: DayOne pushes ahead with potential November IPO amid data center scrutinyData center operator DayOne is preparing for a potential US IPO in November, targeting a valuation near $20 billion. The company plans to f...
- Are you experienced? You'll be a big AI helpAs AI increasingly takes on entry-level roles, the importance of seasoned managers in organizations is heightened dramatically. These exper...
- AI infrastructure investment seen surging to $769 billion in 2026 amid growing safety concernsThe estimate is based on nearly $384 billion invested in the first half of 2026 and assumes the current pace continues through the year. It...
- SoftBank's growing bets on AI and semiconductor assetsFounder and Chief Executive Masayoshi Son is aiming to establish SoftBank as the world's leading AI platform with investments across the se...
- 70% of India’s GCCs are stuck in AI pilot mode, says reportIndia's Global Capability Centres are transitioning to focus on creating measurable business outcomes with AI technology. Currently, many c...
- Mavenir, Neysa partner to offer sovereign AI infrastructure to telcos, enterprisesNeysa, founded in 2023 and headquartered in Mumbai, provides AI cloud infrastructure, combining GPU compute, inference, orchestration and A...
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