Last mentioned: 17h ago
Global AI Bets
Microsoft and Nvidia announce multi-billion dollar infrastructure expansions in India.
IndiaAI Mission Funding
Indian government allocates $1.2B to boost domestic AI research and compute.
Nvidia-Reliance Partnership
Jensen Huang announces massive GPU infrastructure deal in Mumbai.
ADVANTAge India Launch
Microsoft announces initiative to skill 2 million people in AI.
Microsoft and Nvidia have announced a series of massive strategic investments in India, signaling a shift toward the subcontinent as a primary hub for AI infrastructure and talent. These moves aim to capitalize on India's massive developer base and the government's 'Sovereign AI' ambitions.
Wall Street is bracing for a high-stakes week as Nvidia and several major software firms report earnings, serving as a critical litmus test for the AI-driven market rally. Investors are looking for evidence that the massive capital expenditure on hardware is beginning to translate into tangible software revenue and enterprise productivity gains.
Nvidia is poised for a high-stakes fiscal Q4 earnings report on February 25, with revenue projected to surge to $65 billion. Despite recent stock volatility, the company's new clearance for China sales and a strategic $5 billion manufacturing partnership with Intel signal a robust long-term growth trajectory.
Nvidia is finalizing a $30 billion direct equity investment in OpenAI, replacing a previously announced $100 billion multi-year partnership. This shift comes amid broader market volatility and a massive $100 billion funding round that could value OpenAI at over $830 billion.
A new market analysis identifies Nvidia, Microsoft, and C3.ai as the premier artificial intelligence stocks for retail investors with a $3,000 budget. These companies represent the critical hardware, cloud infrastructure, and enterprise software layers of the AI ecosystem.
NVIDIA has partnered with Larsen & Toubro (L&T) to develop a massive gigawatt-scale AI factory, marking a significant leap in India's sovereign AI capabilities. This infrastructure project aims to provide the high-density compute power necessary for large-scale AI training and inference across the subcontinent.