GRAPHICS CORE NEXT GPU
All is fair in books and coffee at Frankfurt, despite AI anxieties and geopolitical unease
The Frankfurter Buchmesse this year experienced a decline in trade visitors and exhibitors amidst ongoing geopolitical tensions. Many Ukrainian publishers suffered losses due to the war, reflecting the continuing impacts of the Russia-Ukraine conflict. The event also highlighted innovative contributions from global comic book publishers and creators from various countries. Notably, the theme of this year's fair underscored the growing influence of machine intelligence in publishing.
ET Graphics: Smog season is here, again
Delhi’s air quality has deteriorated, as pollution levels reached alarming rates in neighbouring cities as well. Major factors contributing to this situation include vehicle emissions and agricultural fires from nearby states. Forecasts indicate that pollution may worsen due to drifting smog from western Uttar Pradesh by November 8. Recent data shows 58 cities across India reported poor air quality, highlighting a broader national crisis. Additionally, India's average PM2.
Is Cathie Wood betting on the next stage of the AI boom amid Wall Street’s tech stock crash, buying SpaceX and Nvidia while selling $120 million in Broadcom stock?
Cathie Wood is buying AI stocks while Wall Street is selling them. ARK Invest purchased nearly $49 million in SpaceX and $46 million in Nvidia after Thursday’s tech sell-off wiped out more than $3 trillion in US market value. But it sold $119.7 million in Broadcom and $20 million in CoreWeave. The contrasting trades raise questions about Wood’s AI strategy.
CBSE announces Class 10, 12 board exam dates; check when February papers begin in 2027
The CBSE will conduct its Class 10 and Class 12 board examinations from February 16, 2027. While the Class 10 exams will conclude on March 9, the Class 12 examinations will continue until April 9. The board has released the date sheets 101 days before the examinations begin.
India focused on becoming AI application capital of the world: Ashwini Vaishnaw
India is on a mission to become the global hub for artificial intelligence applications while also enhancing its semiconductor industry. With the launch of the Semicon 2.0 Web Application Portal, only well-prepared semiconductor enterprises will have their applications considered. The government is actively working on a strategy to produce indigenous graphics processing unit chips, alongside other crucial electronic components such as battery cells and copper foils.
India focused on becoming AI application capital of the world: Ashwini Vaishnaw
India is striving to become the artificial intelligence application capital while also focusing on semiconductor manufacturing. The government plans to launch the Semicon 2.0 Web Application Portal to attract serious players in the industry. Union Electronics and Information Technology Minister Ashwini Vaishnaw highlighted the importance of complete applications for participation.

Goldman, Apollo seek buyers for $40 billion SpaceX AI chip deal
Goldman Sachs and Apollo Global Management are in talks with investors to sell portions of a roughly $40 billion financing deal for SpaceX's AI chips, Bloomberg News reported on Wednesday.

GPU bidding norms eased; Lenskart CEO on profitability
Happy Thursday! Govt has lowered entry barriers for GPU bidders, but pricing concerns remain. This and more in today’s ETtech Morning Dispatch.

Entry norms for GPU bidders eased, but price pain remains
Bidders will not be required to submit a financial bid or commit to service level terms at the first stage, which will be for technical qualification. This is a significant change from the previous IndiaAI process. The minimum technical qualifying score has been reduced to 60 out of 100, compared with 75 under the IndiaAI framework.

Texas and Georgia host the AI data-centre boom and both swung blue; AI cloud stocks fell and solar jumped up to 10% as the fight over who pays for power begins
Data centre stocks fall after Democrats win Congress, but solar shares jump 10% as US election results shake up energy outlook. Texas and Georgia are two important locations for the industry. Both elected Democratic candidates in the midterm elections. Democrats also made gains in traditionally Republican areas, including Kansas.

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.

Chip startup Agrani Labs looks to raise $108 million from Peak XV, Google, Samsung
Peak XV Partners is leading the round and is expected to contribute more than half of the total funding. Google, HCL Tech, Samsung Ventures and Stargazer, an investment firm set up by Groww's founders, are also expected to participate, the people cited above said.

Google's Nvidia chip challenge boosts cloud sales, crimps cash flow
The trade-off, outlined by finance chief Anat Ashkenazi on Alphabet's post-earnings call on Wednesday, offers an early look at the costs of a business that has emerged as one of the company's biggest growth areas as investors fret over AI's threat to its lucrative search advertising business.

AI financing driving private credit growth as refinancing risks rise, Moody's says
The ratings agency said AI financing needs now extend beyond data-center construction to land, power, semiconductors, graphics processing units and tensor processing units.

Apple launches 14-inch MacBook Pro with M6 at Rs 2,39,900; touchscreen model also expected
Apple has launched the 14-inch MacBook Pro with the M6 chip in India at a starting price of Rs 2,39,900, offering faster graphics, improved on-device AI performance and up to 24 hours of battery life. Pre-orders begin October 28, with sales starting November 6. However, the new model does not have a touchscreen, a feature reportedly planned for redesigned MacBook Pro models expected later this year or in early 2027.

Apple launches new iMac with M6 in India, prices start at Rs 1,74,900
Apple has launched its new 24-inch iMac with the M6 chip in India, with prices starting at Rs 1,74,900. The desktop brings improved performance, faster on-device AI processing, Wi-Fi 7, Bluetooth 6 and a 4.5K Retina display. Available in seven colours, the new iMac supports up to a 12-core CPU and GPU and runs macOS 27 with Siri AI and Apple Intelligence features. Pre-orders begin on October 28, with sales starting November 6.

Apple unveils iPad mini with OLED display, A20 Pro and water resistance, starting at Rs 82,900
Apple has unveiled a new iPad mini with an 8.5-inch OLED display, A20 Pro chip, thinner 5.4mm design and IP67 water and dust resistance. The tablet features upgraded cameras, Wi-Fi 7, Bluetooth 6 and support for Apple Pencil Pro. It runs iPadOS 27 with Apple Intelligence features, including enhanced Siri capabilities and updated photo editing tools. The new iPad mini starts at Rs 82,900 for the Wi-Fi model and Rs 1,00,900 for Wi-Fi + Cellular, with storage options of up to 512GB. Pre-orders open on October 28, while sales begin November 6.

Elon Musk says SpaceX raised $40 billion in debt for GPUs
Musk's post comes after Reuters reported earlier this month that SpaceX is in talks with banks and asset managers to raise $40 billion for the purchase of Nvidia artificial intelligence chips.

India's AI financing demand to shift towards data centres, but GPU, regulatory risks persist: Report
As India embraces the AI revolution, the sector's growth is bolstered by a surge in internet and smartphone users, alongside a wave of generative AI technology adoption. The nation's rich pool of tech talent and expanding internet user base shine as notable advantages. Yet, challenges loom, such as limited GPU manufacturing and changing regulations, which could hinder progress.
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