Hello, this is Priyanka Salve, writing to you from Singapore. Welcome to the latest edition of “Inside India“ — your one-stop destination for stories and developments from the world’s fastest-growing large economy. While the U.S. and China have been racing to develop a sovereign artificial intelligence stack, India was confident of making its mark by building…
Hello, this is Priyanka Salve, writing to you from Singapore. Welcome to the latest edition of “Inside India“ — your one-stop destination for stories and developments from the world’s fastest-growing large economy. India is home to the world’s most prolific filmmaking industry. This week, industry executives told me that generative AI adoption is accelerating as producers…
Nvidia has committed at least $6.5 billion into companies developing photonics technology in the past three months, as the company races to invest in solving one of the major bottlenecks to the rollout of AI. Photonics, the use of light to transmit data, is an emerging technology considered to be a more efficient alternative to…
SK Hynix Inc. 12-layer HBM3E memory chips, front, and a LPDDR5X CAMM2 memory module arranged at the company’s office in Seongnam, South Korea, on Tuesday, April 22, 2025. SeongJoon Cho | Bloomberg | Getty Images Hello, this is Leonie Kidd writing to you from London. Welcome to today’s edition of the Daily Open newsletter. The…
Traders work on the floor of the New York Stock Exchange during morning trading on May 21, 2026 in New York City. Michael M. Santiago | Getty Images Hello, this is Leonie Kidd writing to you from London. Welcome to today’s edition of the Daily Open newsletter. What a difference a week makes. On Monday,…
Samuel Boivin | Nurphoto | Getty Images Global artificial-intelligence chip leader Nvidia will launch a new research center in Singapore, one of a slew of new AI-related measures announced by the city-state on Wednesday. Nvidia’s new lab represents its first Singapore research hub, and its second such presence in the Asia Pacific. The company has increasingly…
A netizen is using a computer and smartphone to view the NVIDIA logo and webpage in Suqian City, Jiangsu Province, China on April 29, 2026. Cfoto | Future Publishing | Getty Images All eyes are on Nvidia, the world’s most valuable company and artificial intelligence trade darling, as it is set to report fiscal first-quarter…
Cerebras Systems‘ monster debut on Thursday didn’t just place it among tech’s biggest-ever IPOs — it was a crystal clear signal of unstoppable demand for chips to power AI, as tech giants scramble to find alternatives to the costly, sold-out graphics processing units made by Nvidia. Cerebras closed its first day trading on Wall Street…
Nvidia founder and CEO, Jensen Huang, speaks during the 29th annual Milken Institute Global Conference at the Beverly Hilton in Beverly Hills, California on May 4, 2026. Patrick T. Fallon | AFP | Getty Images Nvidia stepped on the gas last year, putting cash into companies up and down the AI infrastructure stack and helping…
Arm Holdings shares fell Wednesday evening despite the chip designer reporting a better-than-expected quarter and giving an upbeat outlook for its data center CPU business. Revenue for the company’s fiscal 2026 fourth quarter ended March 31 increased 20% year-over-year to $1.49 billion, ahead of the LSEG-compiled analysts’ consensus estimate of $1.47 billion. Non-GAAP earnings per…
