AI HARDWARE STRATEGY

From Satya Nadella to Sabeer Bhatia, here are the 24 grand keynote speakers at TiEcon 2025
The most prestigious AI conclave is just round the corner. Find out which C-suite executives, founders, academics, policymakers, and investors are headed to Silicon Valley, and why it matters.

TiEcon 2025: Unveiling the themes of Silicon Valley’s premier AI event
The upcoming TiEcon event in Silicon Valley, California, scheduled from April 30-May 2, features 11 industry tracks that dive deep into the use cases and impact of AI across industries. Here’s a detailed look.

Indian IT, spread the basket, and markets
Indian IT companies face challenges due to US trade policies and the rise of generative AI, impacting revenue and export performance. The tariff war exacerbates existing pressures, urging diversification of both export items and destination markets. India needs to proactively adapt to the changing global landscape by strengthening other sectors and embracing new technologies.

AI is playing a key role in winning more deals: Google Cloud CEO
Artificial intelligence is driving Google Cloud’s growth in India, shifting customer focus from cost to AI capabilities and tools, said Thomas Kurian, global CEO of Google Cloud. Google’s investment, including $75 billion in infrastructure, targets India’s booming AI startup ecosystem and enterprise sector, despite challenges like talent shortages and power use.

Indian techies in crisis: How the American dream is fast turning into desi nightmare
Social media platforms like Reddit and X are flooded with anxious posts from Indian tech professionals facing widespread layoffs, immigration uncertainty and a sluggish tech job market. Analysts warn the worst may still be ahead. Terms like ‘Liberation Day Layoffs’ are gaining traction online, as multiple startups, Big Tech firms and hardware cos announced job cuts over the past week.

OpenAI to launch frontier-level open-source model; Sam Altman calls it better than China’s DeepSeek
OpenAI CEO Sam Altman announced plans for a powerful open-source AI model to rival emerging players like DeepSeek. As ChatGPT surpasses 800 million users, the company battles GPU shortages and rising operational costs. OpenAI aims to stay ahead by scaling efficiently and focusing on building compelling, cost-effective AI products.
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Alphabet, Nvidia invest in OpenAI cofounder Sutskever's SSI
The funding illustrates renewed interest from the big tech and infrastructure providers in making strategic investments in the startups developing cutting-edge AI that requires massive amounts of computing power. Alphabet, which has its own AI models, earlier in the week announced a deal by its cloud computing arm to sell SSI access to tensor processing units (TPUs), its in-house AI chips.
Startup debate: Food apps meet today's needs, deep-tech will define future, says marketing guru
India must shift focus from consumer-tech to deep-tech sectors like AI, EVs, and semiconductors, says Rajendra Srivastava. Success needs long-term funding, patient capital, and consistent policy—elements China mastered. Building future tech giants demands uncomfortable changes but promises transformative growth for India’s tech and innovation landscape.
Your next iPhone could cost 50% more than a MacBook, thanks to Trump: Report
Apple faces a steep challenge as Donald Trump’s new global tariffs threaten to inflate the cost of iPhones by up to 50%. Experts warn that devices could soon retail for over $2,000 if Apple shifts production to the US. As the tech giant rushes to stockpile inventory ahead of the April 9 deadline, some analysts believe it may delay price hikes until the iPhone 17 launch. Exemptions and overseas expansion may offer partial relief, but uncertainty looms.
Nvidia stock plunges amid U.S.-China trade war escalation: Is this just a short-term dip or the start of a bearish trend? What investors should know and how to prepare
Nvidia stock plunged sharply as the U.S.-China trade war heats up again, leaving investors wondering—is this just a short-term drop or the beginning of a deeper trend? With tariffs rising on both sides and market fear growing, Nvidia finds itself caught in the storm. This story breaks down what’s driving the fall, what investors should watch next, and whether it’s time to panic or prepare. If you’re holding Nvidia shares or thinking about buying, you’ll want to read this.
Why Lenovo is changing world's most loved business laptop that ruled the market for decades
Lenovo introduces the ThinkPad X9 with a modern design to attract new business laptop buyers. The X9 targets younger workers unfamiliar with classic ThinkPad features. Lenovo maintains the classic ThinkPad X1 for traditionalists. New AI capabilities like Smart Share, Smart Care, and Smart Modes are integrated into the ThinkPad line, ensuring quality, security, and privacy.
Nvidia, TSMC, chip stocks crash as Trump’s new tariffs shake semiconductor industry – How will rising costs and supply chain disruptions impact AI and tech companies?
Nvidia, TSMC, and chip stocks took a major hit after President Trump announced new reciprocal tariffs on key semiconductor-producing countries. With China facing a 54% tariff, Taiwan 32%, and Vietnam 46%, the cost of AI servers and GPUs is expected to rise, impacting demand. While Trump pushes for U.S. chip production, analysts say manufacturers aren’t shifting operations. Nvidia, AMD, and TSMC stocks plunged, reflecting market concerns. Despite the turmoil, some believe AI chip demand may stay strong. What do these tariffs mean for tech companies and investors?
Apple’s 1977 marketing philosophy resurfaces: Why it remains a blueprint for success 50 years later?
Mike Markkula's 1977 Apple Marketing Philosophy is still guiding Apple's success. The principles of Empathy, Focus, and Impute help Apple stay ahead. These principles involve understanding customer needs, focusing on key projects, and presenting products well. Despite competitors copying Apple’s designs, its disciplined approach keeps it a cultural phenomenon even today.
CBSE syllabus change for Class 10, 12: Grading system, new electives and more, here're key changes
CBSE has introduced significant reforms for the 2025-26 academic year, including the option to take Class 10 board exams twice a year and a shift towards competency-based questions. The revaluation process has been overhauled, and new subject-specific guidelines emphasizing experiential learning and technology integration have been established.
Firms and researchers at odds over superhuman AI
"Systems that start to point to AGI are coming into view," OpenAI chief Sam Altman wrote in a blog post last month. Anthropic's Dario Amodei has said the milestone "could come as early as 2026". Such predictions help justify the hundreds of billions of dollars being poured into computing hardware and the energy supplies to run it.
European investors say clock is ticking for AI adopters to deliver
While many investors are bullish about Gen-AI's potential to boost productivity and profits, some are becoming more choosy, with a preference emerging for shares of companies adopting AI technology - like information group RELX and software firm SAP - over those supplying chips and other hardware to the industry.
Jack Ma-backed Ant touts AI breakthrough built on Chinese chips
Ant Group has used Chinese-made semiconductors, including chips from Alibaba and Huawei, to develop cost-effective AI training techniques, reducing costs by 20%. Its AI models, based on the Mixture of Experts approach, are competing with US firms like Nvidia. Ant aims to scale AI with lower-cost, efficient hardware for sectors like healthcare and finance.
Nvidia GTC: Stock over 2% down amid General Motors partnership, new AI chip announcements
Nvidia CEO Jensen Huang announced the company’s latest AI innovations and upcoming chip developments during his keynote address at the GTC. The company is set to partner with General Motors for self-driving technology. However, shares of the company fell over 2 per cent post the address.
Fund Manager Talk | Indian IT to outpace global growth; SaaS, startups driving sectoral shift: Balakumar B
Technology spending is now essential, with Indian IT firms poised for continued growth despite cyclic slowdowns. HDFC Technology Fund adopts a bottom-up approach, balancing industry leaders and disruptors. SaaS, AI, and fintech are expanding India's tech sector. While IT spending slowed post-pandemic, long-term growth remains intact. Quick commerce has potential profitability as competition stabilizes.
Nvidia GTC 2025: Date, venue, place, and how to watch keynote speech of CEO Jensen Huang; will there be big bang announcements?
The awaited Nvidia GTC 2025 is round the corner and it is now time to watch the keynote address of CEO Jensen Huang that promises to bring in further announcements about the world of AI. Will DeepSeek have an impact on his speech at all?
If Europe builds the gigafactories, will an AI industry come?
The plan for the large public access data centres, unveiled by European Commission President Ursula von der Leyen last month, will face challenges ranging from obtaining chips to finding suitable sites and electricity.
Can Europe really compete in AI with $20 billion gigafactories?
The European Commission plans to invest $20 billion in building four AI gigafactories to compete with the U.S. and China. These facilities will face challenges such as chip shortages, electric power demands, and uncertainty in achieving fruitful outcomes. The initiative is part of Europe's broader InvestAI strategy.
AMD Radeon RX 9070 XT vs. NVIDIA RTX 5070 Ti- Is this the ultimate GPU battle? Here's price, availability, specs & performance
AMD Radeon RX 9070 XT and RX 9070 are here, promising top-tier gaming at an unbeatable price. Launching on March 6, 2025, the RX 9070 XT challenges NVIDIA RTX 5070 Ti with native gaming and ray tracing (RT) at $150 less. Built on RDNA 4, it boasts 16GB GDDR6 memory, 64 Compute Units, and up to 2.97GHz boost clock speed. With a $549 starting price, AMD aims to dominate the GPU market.
ETtech Explainer: How ‘China toys’ are changing the rules of AI game
China is rapidly releasing AI models, with firms like Moonshot AI and ByteDance surpassing global benchmarks. Despite US chip bans, China leads in AI production. However, geopolitical concerns may limit its global AI dominance, including in India.
Was it a lie by the Chinese startup? Industry analyst says DeepSeek incurred $1.6 billion in hardware costs and has a fleet of 50,000 Nvidia Hopper GPUs
Chinese startup DeepSeek’s claims of cost-efficient AI development have been debunked. Industry analysts revealed that DeepSeek invested $1.6 billion on hardware with an estimated $944 million spent on operating costs.
DeepSeek puts focus back on AI foundation
DeepSeek-R1, a powerful open-source LLM, challenges the notion of high costs for AI development. This shift, along with the rapid evolution of open-source models, questions the traditional focus on "foundation models" and GPU clusters for AI sovereignty. True AI sovereignty lies in nurturing a robust ecosystem of research and innovation across diverse disciplines within India.
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