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Keywords: AI Infrastructure


Microsoft commits $17.5 billion to accelerate AI adoption across India

Microsoft has unveiled a transformative $17.5 billion investment in India, marking its largest in Asia to date. This ambitious commitment aims to advance India's cloud and artificial intelligence (AI) infrastructure, workforce skilling, and digital sovereignty from 2026 to 2029. The initiative builds......

BlackRock foresees record AI infrastructure boom propelled by hyperscaler investments

Global asset manager BlackRock predicts that the wave of investment driving artificial intelligence infrastructure will not slow down anytime soon. The firm describes the surge as a “traditional picks and shovels capital expenditure supercycle,” signaling its belief that the real beneficiaries......

China's rapid infrastructure growth challenges U.S. lead in AI race

China’s accelerating capacity to build massive artificial intelligence infrastructure is emerging as a key factor that could tip the global AI race, according to Nvidia CEO Jensen Huang. Despite the United States’ continued dominance in advanced chip technology, Huang cautioned that China’s......

OpenAI and Google reduce free AI access as infrastructure costs escalate

OpenAI and Google have simultaneously imposed tighter restrictions on free access to their most popular AI tools in response to soaring infrastructure costs. This shift marks a departure from previous periods of subsidized free usage toward encouraging paid subscriptions as demand overwhelms server capacities.......

Alphabet overtakes Microsoft to become world’s third-largest company driven by cloud and AI growth

Alphabet has surged past Microsoft to claim the position of the world’s third-largest company by market capitalization, reaching approximately $3.58 trillion compared to Microsoft’s $3.52 trillion. This milestone marks a significant shift in the tech landscape as Alphabet’s shares have......

Nvidia's remarkable quarter challenged by investor skepticism amid AI bubble fears

Nvidia  CEO Jensen Huang expressed frustration over the lukewarm market reaction to the company’s record-breaking third-quarter earnings, which reported $57 billion in revenue, up 62% from the previous year. Despite surpassing Wall Street expectations, including a forecasted $65 billion......

Elon Musk's xAI secures $15 billion, targets rapid AI infrastructure expansion

Elon Musk’s artificial intelligence company, xAI, is on the verge of securing $15 billion in new equity financing, valuing the firm at approximately $230 billion. This move would more than double its valuation since March, when it stood at $113 billion following its merger with Musk’s social......

Nvidia's earnings report poised to shape market trends amid soaring AI demand

Nvidia is set to release its fiscal third-quarter earnings on November 19, 2025, in a highly anticipated event that could define the stock market landscape for the year. Analysts project the company will announce adjusted earnings per share of $1.25 and revenue of approximately $54.8 billion, reflecting......

AI boom drives global memory chip shortage and rising prices

A surge in artificial intelligence (AI) investments has triggered a global shortage of conventional memory chips, disrupting supply chains and driving up prices across the tech industry. The shift to high-bandwidth memory (HBM) chips, critical for AI workloads, has left manufacturers struggling to meet......