Sources: AI startups are struggling to access Nvidia GPUs as Microsoft and other cloud providers divert supply to internal teams and large customers like OpenAI
AI startups are struggling to access Nvidia graphics processing units as Microsoft and other cloud providers divert GPU stockpiles …LinkedIn:Aaron Holmes.
How India's outsourcing industry, which employs 6M+ people and is worth nearly $300B, is racing to adapt as AI promises to automate white-collar work
Artificial intelligence promises to automate the white-collar work that made India a tech powerhouse. The country is racing to adapt before it's too late.LinkedIn:Paul Mozur.Forums:r/indiaLinkedIn:Pa...
Internal documents from 2025: Microsoft expects its annual water consumption to reach 28B liters by 2030, up from 7.9B liters in 2020 and 10.4B liters in 2024
Driven by the artificial intelligence frenzy, Microsoft is internally projecting that water use at its data centers will more than double …LinkedIn:Adam Satariano.Forums:r/technologyLinkedIn:Adam Sata...
A year after the DeepSeek shock following R1's release, US tech companies still lead in AI chips, model quality, and sales, with no change in investment trends
About the author: Chris Miller is the author of Chip War: The Fight for the World's Most Critical Technology.LinkedIn:Chris MillerLinkedIn:Chris Miller:One year has passed since the Chinese AI lab Dee...
How Meta's Reels became a hit, with a $50B+ annual run rate; Sensor Tower: users spend 27 minutes/day on Instagram Reels, 21 on YouTube Shorts, and 44 on TikTok
Once a TikTok wannabe, Instagram's video feature is now a hit with users and advertisers. Can it make the leap to television? X: @meghanbobrowsky . LinkedIn: Meghan Bobrowsky X: Meghan Bobrowsky / @m...
A profile of ASML, Europe's most valuable company, as it prepares for a transition to High NA EUV, with high-volume manufacturing expected in 2027 and 2028
The Dutch company's machines are needed to make the AI chips that power ChatGPT and other models — When Christophe Fouquet interviewed … X: @oliviasolon and @business LinkedIn: Sarah Jacob and Peter...
A look at some US energy companies linked to AI infrastructure, such as Sam Altman-backed Oklo, whose stocks have soared despite having little to no revenue
Concept stocks with no revenue have soaring valuations — Forget about the froth in tech valuations. The real excess might be building up in energy stocks. X: @aaronback . LinkedIn: Gerard Reid and ...
Online platforms offering astrological advice are thriving in India, with the leading app Astrotalk claiming about 84% of its 70M users are under the age of 35
An age-old belief in astrology has snowballed into a $7 billion industry as a younger generation seeks celestial guidance. LinkedIn: Aznaur Midov and Akriti Sharma LinkedIn: Aznaur Midov : “India's to...
IDC: the global smartphone market grew 1% YoY in Q2, despite economic uncertainty and weak demand in China; Samsung led with 58M shipments, up 7.9% YoY
Again — With Massive Q2 2025 Growth Asif Iqbal Shaik / SamMobile : Samsung tops global smartphone market despite fierce competition Binay Konwar / SammyGuru : Samsung Leads Global Smartphone Shipments...
Dealogic: tech deals accounted for $421B of the $1.67T in global deals announced in the first five months of 2025, with 75% of tech M&A involving AI software
Weighed down by tariffs and geopolitical uncertainty, dealmaking has slowed to a crawl across most industries except one: the unglamorous world of data infrastructure. LinkedIn: Dawn Kopecki LinkedIn:...