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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.
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.
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