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Top AI companies doubled data center spending, impacting global capex trends. Microsoft and Alphabet lead AI integration, boosting their product lines. DeepSeek's cost-effective AI model may redefine ...
Despite the recent release of DeepSeek's R1 model shaking up artificial intelligence stocks, Bank of America Securities still expects hyperscaler capital expenditures to increase data center ...
Meta's revenue growth is decelerating and there are ad spend headwinds in the EU and APAC that can impact performance in upcoming quarters. I am surprised to see Meta still spending aggressively on ...
The government’s announcement of Goods and Services Tax (GST) rationalisation under GST 2.0 signals a major change in India’s economic approach, moving from capex-led spending to a consumption-driven ...
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Budget 2025 seen as ‘negative surprise’ as it pushes PPP model, but capex for infra kept flat
New Delhi: Union Finance Minister Nirmala Sitharaman Saturday announced a slew of policy measures in Union Budget 2025 to attract more private sector investments for infrastructure, but breaking from ...
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