INFERENCE OPERATIONS
ET Prime Special Series: Multibagger or IBC – Part 84: Can rising demand for decorative features drive this auto ancillary's growth?
A car can change its engine and still look almost the same. It can also keep the same engine and look so different that buyers happily pay more for it. That is the peculiar corner of the automobile industry this story explores. For one listed supplier, the shift to EVs may be less threatening than it sounds. The bigger question is whether changing consumer preferences can help it build a more valuable business.
Equinix seeking land for India data centres: CEO
The world’s largest data centre operator by footprint, valued at nearly $100 billion, has invested $365 million in India and sees significant opportunities in AI inference, the process of using trained models to generate responses and run business applications. Such workloads require proximity to enterprise data, users and networks.
Midterm results may slow US visa curbs, but no quick relief likely for IT
The opposition party’s takeover of both chambers of US Congress is expected to bring greater scrutiny of the administration’s policy decisions, potentially slowing further restrictions, industry experts told ET. However, any improvement in sentiment is unlikely to translate quickly into higher hiring or technology spending.
OpenAI CEO Sam Altman questions why people keep so much RAM in their computers; but what happens when the internet goes down?
Altman questioned the efficiency of people keeping large amounts of DRAM in personal computers when that memory is being used only around 5% of the time. He argued that from a global resource-allocation perspective, memory could be used more efficiently in cloud data centres, where multiple users can access shared computing resources.
Vultr eyes 1 GW India capacity by 2029
Further, the company said it has hired more than 100 people in India over the past three months and plans thousands of additional hires in network engineering and operations by March. It also added that the Chennai workforce could eventually reach 5,000 as the facility becomes operational and services expand.
Exclusive | Cognizant in talks to invest in Indian AI startup Sarvam valuing it at $3.5-4 billion: sources
Cognizant’s potential investment in Sarvam comes as advances in agentic AI raise questions about the future of the IT services industry. AI agents are increasingly capable of automating tasks across software development, application maintenance and back-office operations, potentially disrupting traditional outsourcing models.
Anthropic IPO: Here are some of the key people of Indian origin behind the AI giant
As the artificial intelligence company prepares for the next phase in its journey, let’s take a look at several top people in the organisation with Indian connections.
AI startup Simplismart raises $14 million from Dallas Venture Capital, Nvidia as demand for inference grows
As enterprise adoption of AI models scales, companies are seeking more cost-efficient ways to operate AI tools. Simplismart, founded by former Oracle and Google engineers Jain and Devansh Ghatak, provides software that helps enterprises select and deploy AI models suited to their specific workloads and run things more efficiently.
Is the AI boom real or a bubble? Nikhil Kamath asks Silicon Valley founders
The artificial intelligence industry has attracted significant investments, reaching unprecedented valuation levels amid concerns. Discussions among technology founders revealed a gap between AI spending and revenue generated. Experts highlighted the need for improved computing infrastructure to support AI growth in India. There are opportunities for AI businesses to develop globally competitive models addressing local needs. The future economic benefits of AI must match substantial investments to avoid potential market pressures.
Research: Navigating the Business Risks of Changing Pro-America Sentiment
U.S. firms increasingly operate in a marketplace where “Made in USA” is no longer a neutral provenance claim but a charged political signal. A new study analyzing 5,355 companies over twenty years found that pro-America marketing has increasingly shifted from pride-based patriotism to grievance-fueled, us‑versus‑them nationalism. While this can create upsides—new customers, loyalty, pricing power—it also exposes companies to narrative capture, boycotts, and legal scrutiny. To avoid risk, companies must examine their exposure along two axes: domestic embeddedness and symbolic intensity. Leaders must align operations and symbolism, set clear guardrails, and proactively manage meaning drift before others define their loyalties.
Special NIA court in Jammu & Kashmir acquits five booked & jailed under UAPA
The case pertains to a low intensity blast near Sir Syed gate of Kashmir University in November 2019, in which four civilians sustained injuries. The accused, who have been acquitted now are Naseer Ahmad Mir, Umer Hamid Sheikh, Ajaz Ahmad Sheikh, Imtiyaz Ahmad Chikla and Sahil Farooq Gojri - all residents of Srinagar.
The future of AI depends on how we design the energy infrastructure that powers it
The design challenge is to make the building, its engineering systems, and its computing infrastructure work as one, accommodating rising densities and new technologies without repeated redesign.
From eMudhra to PHP: Breach spree hits tech infrastructure, AI emerges as threat multiplier
Recent cybersecurity incidents have raised concerns among companies and government agencies regarding digital certificates and critical software vulnerabilities. A security breach at eMudhra impacted its global digital certificate business but was managed promptly. Additionally, critical vulnerabilities in PHP temporarily led to the shutdown of various websites for security updates. A supply-chain attack compromised the LiteLLM Python package, affecting its users significantly.
DeepSeek wrapping up $15 billion fundraising to fuel AI race
Battery maker Contemporary Amperex Technology (CATL) and WeChat operator Tencent Holdings were among the biggest investors in the round, said one of the people, who both declined to be named as the information was confidential.
Microsoft working to reduce AI costs, expand ecosystem as global adoption rises: Satya Nadella
Microsoft is prioritizing the development of a comprehensive artificial intelligence ecosystem and reducing AI-powered service costs. CEO Satya Nadella emphasizes the importance of optimizing the cost-to-outcome frontier for customers. The company reported significant revenue growth, particularly in Cloud services and Azure. Microsoft is also committed to ensuring the benefits of superintelligence impact various communities and organizations. Long-term investments are aimed at creating high-value products while improving operational efficiency.
Deepinder Goyal’s Dark.ai could be Eternal’s dark horse, but is it too early to bet?
Eternal’s Dark.ai, a privacy-focused AI assistant developed under Deepinder Goyal, could open a new growth avenue for the company. While brokerages see potential in the experimental venture, its commercial viability remains untested. With pricing, monetisation and profitability still unclear, investors may have to wait before assessing its earnings potential.
AI startup Simplismart in talks to raise $40-50 million; valuation may triple
Simplismart, an innovative AI infrastructure startup, is in talks to secure between $40 and $50 million in funding, which could potentially boost its valuation from $100-120 million up to $300-400 million. Notable investors like Peak XV Partners and Damac Digital are eyeing stakes in the company, which was established by ex-Oracle and Google engineers.
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.
Lightstorm’s India-Southeast Asia subsea cable system to be ready in 2029, says CTO
Lightstorm is a network provider that builds high-capacity optical fibre and AI-native connectivity platforms across the APAC region. The I-2SEA cable system, announced in July this year, will connect India’s east coast with Singapore and Malaysia. It will land at South Chennai and Machilipatnam in India, and at Singapore and Morib in Malaysia.
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