AI investment boom faces growing credit risks as hyperscalers ram

The rapid expansion of artificial intelligence (AI) infrastructure is entering a new phase as investors begin to...

SK hynix shares slump more than 15% as AI concerns mount

SK Hynix raised more than USD 26 billion by issuing ADRs to widen the investor pool for the company and issuing...

AI capex cycle likely to end with market pushback, not spending c

The AI investment cycle is most likely to end not because US hyperscalers cut spending, but because markets start...

AI boom not shock-proof; chip shortage and weak pass-through weig

While AI boom is supported by strong cash flows, it is not immune to shocks, with chip shortage posing a major risk...

Microsoft invests USD 2.5 billion in new AI unit

Microsoft claims that this initiative goes beyond what has come to be known as Forward Deployed Engineering (FDE), a...

AI chip demand stays strong, but component shortages emerge as ne

The artificial intelligence (AI) boom is entering a new phase where the biggest challenge is no longer demand for AI...

Samsung, SK Hynix to invest USD583 billion in new chip capacity

The move comes at a time when the shortage of memory chips worldwide is fueling what has come to be known as...

Jefferies warns AI malinvestment, not chip supply, will end curre

The biggest risk to the AI-driven tech rally is not a sudden jump in semiconductor supply but a "sudden realisation...

Qualcomm to acquire AI software player Modular

The acquisition is expected to strengthen the software foundation for Qualcomm's data centre strategy, supporting...

SK Hynix to raise USD29 billion in US ADR listing

The Korea Economic Daily reported that SK Hynix plans to issue shares in South Korea that will be deposited with...

India among top AI-ready nations, one of world's least concentrat

India has emerged as one of the top countries in artificial intelligence (AI) readiness, trailing only the U.S. and...

Chevron inks pact with Microsoft for powering its data centre

The two companies will collaborate to build a co-located power facility, named Kilby, which will provide power to...