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AI Watch: Google’s $32 bn SpaceX AI compute deal highlights global race for infrastructure capacity

Apple’s WWDC 2026 is expected to showcase a rebuilt Siri with access to multiple AI models, while Tim Cook prepares to hand over leadership to John Ternus. Reid Hoffman is leaving Microsoft’s board, OpenAI and Anthropic continue to compete for AI talent, South Korea has nominated former Naver CEO Han Seongsook as prime minister, and … Read more

AI Watch: NVIDIA senate hearing, US policy moves, and India’s court guidelines

Artificial intelligence developments accelerated globally as US policymakers explored deeper involvement in the sector, including reported discussions on government ownership in leading AI companies. Industry leaders jointly called for tighter biosecurity safeguards amid concerns that AI could lower barriers to creating biological threats. Canada unveiled a major AI adoption strategy, while India’s Supreme Court proposed … Read more

AI Watch: OpenAI IPO, Microsoft-Anthropic chip talks and Kerala’s AI ministry shift

Global AI competition accelerated as Microsoft and Anthropic explored a custom AI chip partnership while OpenAI CEO Sam Altman clarified that IPO preparations do not guarantee a public listing despite reports of a possible $1 trillion valuation. Zoom raised guidance after strong AI adoption growth, Kerala launched India’s first cabinet-level AI department under PK Kunhalikutty, … Read more

HCLTech to lead $300 million Sarvam AI round with $150 million bet at $1.5 billion valuation

IT major HCLTech is likely to invest $150 million (about ₹1,450 crore) and lead a $300 million (around ₹2,850 crore) funding round in Sarvam AI, the foundational models upstart, people familiar with the developments told Moneycontrol. “While HCLTech will invest around $150 million in Sarvam AI, Bessemer Venture Partners (BVP) will put in another $50 … Read more

AI Watch: Trump, Musk and Cook in Beijing, Nadella testifies and tech job cuts climb

US President Donald Trump is set to meet Chinese President Xi Jinping in Beijing alongside top US CEOs including Elon Musk and Tim Cook, with AI and trade among key topics. The update also covered OpenAI’s new enterprise venture, Satya Nadella’s testimony in the Musk-Altman trial, Google blocking an AI-linked cyber threat, and rising AI-driven … Read more

AI Watch: US-China rare earth deal holds; Intel-Apple chip pact boosts AI race

On the latest AI and technology update, discussions covered Intel’s preliminary chip manufacturing agreement with Apple, which could reduce Apple’s dependence on Taiwan Semiconductor Manufacturing Company, and Nvidia’s growing AI investments across OpenAI, Corning and IREN. The segment also highlighted India’s AI push after IT Minister Ashwini Vaishnaw confirmed Google’s interest in AI infrastructure, servers … Read more

AI Watch: Telangana targets India’s tech capital crown with 100 new GCCs

At the NASSCOM GCC event, Telangana IT Minister D. Sridhar Babu said the state aims to become India’s AI capital after adding 70 GCCs in the past year and targeting 100 more this year. The comments came amid global developments in AI earnings, infrastructure and cybersecurity, including workforce cuts at Cloudflare, Nvidia’s manufacturing partnership with … Read more

AI Watch: All about Elon Musk vs OpenAI, Nvidia China pricing, and Samsung profit surge

Global focus is shifting to courtroom testimonies involving Sam Altman, Greg Brockman and Satya Nadella, which could influence how artificial intelligence (AI) firms are structured and funded. Supply constraints are pushing Nvidia server prices higher in China, record gains at Samsung from memory demand, cost pressures flagged by Tim Cook, and India’s move to review … Read more

AI capex intact despite oil risk; S&P 500 seen at 7,700: Citi’s Drew Pettit

Artificial intelligence (AI) spending plans by major technology companies remain intact despite rising oil prices and geopolitical risks, with near-term investments driven by compute and memory costs rather than energy constraints. He added that chip pricing has had a bigger influence on capital expenditure efficiency. “Chip pricing has been more impactful on capex and how … Read more

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