Amazon and Microsoft announced over $52 billion in new India investments this week, accelerating cloud, AI and data-centre ...
Companies like Meta are offering huge pay packages for top AI talent. Microsoft AI CEO Mustafa Suleyman, however, says he isn't giving in to the pressure.
With memory and networking becoming new bottlenecks, the Index added exposure to firms like SK Hynix, Broadcom and Astera ...
ET BrandEquity on MSN
Oracle-Broadcom one-two punch hits AI trade
Recent financial reports from Oracle and Broadcom have raised alarms about valuations in the AI sector, leading to a stock ...
MoneyWeek on MSNOpinion
An AI bust could hit private credit – could it cause a financial crisis?
Private credit is playing a key role in funding data centres. It may be the first to take the hit if the AI boom ends, says ...
META stock might be the most undervalued Magnificent Seven stock due to its online ads growth and upcoming AI projects.
TDIV shows semiconductor exposure and AI tailwinds, a high-growth focus on large-cap chip firms and a ~1.3% yield. Check out ...
Every big leap in tech today seems to be powered by data centres, yet almost no one asks if these buildings are actually making any money? Companies are pouring in billions every few months, power ...
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