GPU SERVERS
Five IndiaAI empanelled companies ineligible for new compute bid
CDAC requires bidders to own, lease or operate a Tier-III, Rated-3 or higher data centre in India. Bidders must also hold the required ISO certifications and operate a network operations and security operations centre in India.
Google's expanding AI chip business opens new opportunities for Samsung, SK hynix beyond Nvidia
Google's strategy to boost its tensor processing units is likely to create greater demand for high-bandwidth memory from Samsung and SK hynix. With nearly 100 TPU clients, including Oracle ready to utilize Google's chips by 2024, both memory giants aim for long-term supply contracts as the need for HBM in custom AI chips accelerates. However, the transition from this potential to actual orders is hindered by current production obligations.
World of Warcraft: Forever: How to preload, minimum and recommended PC system requirements and editions
World of Warcraft: Forever will launch globally on November 4, 2026 at 3PM PST. It will be released globally at the same time. At least 128GB of free space on SSD is required to play the game. Around 150GB can be left free for extra files and add ons of the game. Skyborne Heroic Pack, Skyborne Epic Pack and Warcraft Forever Collection are different editions of the game.
Rising tech costs drive EMI sales; Shadowfax Q2 profit soars
Happy Friday! Shoppers are turning to EMIs as electronics prices rise. This and more in today’s ETtech Morning Dispatch.
Meesho sees near-term margin pressure as it reinvests in growth
The value commerce platform’s September quarter results on Wednesday showed its contribution margin rising to 6% of net merchandise value (NMV) in the second quarter of FY27 from 4.6% in the April-June period. Contribution margin is the income after deducting direct, order-linked expenses.
China's AI data centre boom faces Return-on-Investment test as financing costs rise: Goldman Sachs
Goldman Sachs examined three business models in China's data centre sector: traditional powered-shell facilities, integrated AI data centres that provide graphics processing unit (GPU) computing services under long-term contracts, and AI token factories that generate revenue by processing AI workloads.
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As India buys more AI chips, the real test is to keep them running
Industry leaders said businesses must pay closer attention to the systems around their processors, which actually decide the return on their investments.
Microsoft Azure is not taking cost-cutting measures, says software giant spokesperson amidst AI overhaul reports
Microsoft has announced the next generation of its custom AI chip and said it plans to deploy potentially more than a million of them next year to back its internal AI services.
Microsoft plans huge deployment of its own AI chips, with an eye on saving costs
The Maia 300, as the chip is called, is the third generation of the company's custom chips designed to handle AI data crunching such as coding and carrying out complex business tasks on a user's behalf. Its predecessor is already running Microsoft's in-house AI models, as well as models from OpenAI delivered on Microsoft's Azure cloud computing service.
Telecom’s DC power legacy can offer a blueprint for AI data centres: Vertiv’s Greg Funk
Funk said data centre operators can draw on benefits of efficiency and reliability as AI concentrates more computing power into smaller spaces.
Nvidia still 'the one' for AI? BNP Paribas raises target to $345, sees up to 47% upside
BNP Paribas has retained its Outperform rating on Nvidia and raised its target price to $345 from $285, implying 47% upside. The brokerage sees Nvidia’s full-stack AI platform, including GPUs, networking and software, helping it navigate the shift towards increasingly complex inference workloads and sustain its market leadership.
Nvidia's bet that its chips can finance the AI boom gets a Wall Street reality check
By Saeed Azhar, Max A.- Nvidia's mammoth financing plan has opened a debate on Wall Street about how much its advanced chips and the infrastructure around them are worth.
In 2017, Google researchers published “Attention Is All You Need”; they were solving translation, but accidentally laid the foundation for today’s AI age
Google Translate once struggled with long sentences because its software processed language one word at a time. This sequential reading approach created severe computational bottlenecks, slowing down translation and causing models to lose context by the time they reached the end of a paragraph. Computer scientists solved this limitation by abandoning step-by-step reading entirely. Their Transformer architecture analyzed full blocks of text simultaneously using self-attention.
Palmonas' offline push; IndiaAI's GPU crunch
Happy Thursday! Demi-fine jewellery brand Palmonas is betting on offline stores, cofounder Pallavi Mohadikar said. This and more in today’s ETtech Morning Dispatch.
IndiaAI Mission likely to rewire after GPU glitch
The IndiaAI Mission currently has access to about 30,000 GPUs against a total commitment of 45,000. Several firms that had committed capacity have been unable to deliver due to market pressures. The IT ministry is now planning to issue fresh bids while also pressing companies to meet their pledges.
Turing Laureate Whitfield Diffie backs 90% cheaper CPU-driven AI
Running AI models on local CPUs could also reduce dependence on centralised infrastructure and technology suppliers, he said. “My interest, coming from a security viewpoint, is that I always want to see everything localised,” Diffie said. “You can now get many things to work on machines that individuals, small companies, small groups and associations can afford.”
ETMarkets NRI Talk | AI’s 30x sales premium: Apurva Sheth on OpenAI, Anthropic and the valuation debate
OpenAI and Anthropic are reportedly commanding valuations that translate into roughly 30-38 times price-to-sales, compared with around 3.7 times for the average S&P 500 company.
How AMD went from Intel’s smaller rival to a $1 trillion AI contender
AMD achieved a $1 trillion market capitalisation as of September 21. The company’s rise is attributed to its success in AI computing and product innovation. Under CEO Lisa Su, AMD has transformed its business and expanded its offerings beyond CPUs. Recent acquisitions have bolstered AMD's capabilities in graphics processing and data center solutions.
Worries about an AI internet takeover gain new urgency among doomsday scenarios
What companies have described as their AI agents going rogue has involved bots working toward goals set by humans, skeptics note. But the idea that AI could break away and work toward its own agenda is looking increasingly plausible to other researchers and experts.
IPO-bound Yotta plots $12 billion next-gen Nvidia chip order
The Hiranandani Group’s data centre arm has already deployed 40,000 graphics processing units (GPUs) at an investment of $1.8 billion by June. Combined with the proposed $12 billion order for the premium enterprise artificial intelligence hardware, Yotta would become Nvidia’s largest customer in India, he said.
Empower India eyes major gains from AI computing boom via sustainable infra push
Anticipating a boom in the AI computing landscape, Empower India is taking strategic steps towards enhancing sustainable digital infrastructure. Part of this initiative involves the creation of bespoke Green Data Servers and Data Centre offerings. Moreover, with the IndiaAI Mission driving extensive investments, the nation's AI sector is poised for rapid growth.
Data centres are coming. Where will India find the people to run them?
India's data centre capacity is set to grow significantly by 2030. This expansion will create numerous jobs across various sectors, including construction and operations. Advanced technologies like AI are increasing demand for specialised technical skills in cooling and power. The talent pool will draw from existing sectors like power and manufacturing.
Hollow Knight: Silksong Launch Crash Error Fix: What is Steam E502 L3 error? How to solve issues on Steam, Xbox, PlayStation, Nintendo Switch consoles and PC
Hollow Knight: Silksong launch crash error fix guide explains solutions for Steam crashes, E502 L3 server overload and other platform errors. Learn how to verify files, update drivers and troubleshoot issues.
Akash Systems signs $27 million deal with NxtGen for diamond cooled AI servers
Diamond cooling is cooling solution for the semiconductor sector and integrates with existing thermal management technologies. Diamond cooled servers decrease the temperature of GPU hotspot by 10°-20°C even for servers that use liquid cooling like Nvidia and AMD.
Lenovo eyes PC designing in India to complete manufacturing stack, says MD Shailendra Katyal
At present, Lenovo manufactures desktops and PCs locally, alongside all Motorola smartphones sold in India. The company has around 1,700 employees in India across three manufacturing sites.
Lenovo to make AI servers in India as nation’s tech push deepens
Lenovo’s plans mark another win for India as Prime Minister Narendra Modi tries to attract more technology investment into the country. While India’s tense relationship with China has suffered setbacks in recent years, global tech companies see it as an attractive option to build out operations as Beijing and Washington are mired in a trade war.
Sify data centres ready to support AI servers with liquid cooling: CEO
Sify is one among the leading data centre operators with existing installed capacity of 190 MW in 12 centres across 6 cities Mumbai, Noida, Chennai, Bangalore, Hyderabad, Kolkata, Bangalore and two upcoming facilities in Noida and Chennai.
India's compute infra less than 2 pc of global capacity: NVIDIA Asia South MD
While speaking at StartUp Mahakumbh, NVIDIA Asia South MD Vishal Dhupar on Monday said that the contribution of research from Indians abroad is around 12 per cent due to the availability of computing infrastructure.
10,000 GPUs under India AI mission to be in place over 18-24 months: IT Secretary
While speaking on the sidelines of Tie-Con Delhi-NCR, Electronics and IT Secretary S Krishnan said that the government will invite bids from the industry under the mission and provide viability gap funding for GPU-based computing infrastructure.
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