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AA says South Korea among world's top three in AI, needs AGI race to catch U.S., China
7+ hour, 53+ min ago (639+ words) Cameron cited domestic AI companies and the government's sovereign AI foundation model project as drivers of South Korea's AI growth. "You can see how quickly South Korea has developed over the past year," he said. "Credit is also due to…...
How can building indigenous foundational AI models like BharatGen secure India???s technological sovereignty? Discuss in the light of growing reliance on foreign proprietary AI systems.??? GKToday
10+ hour, 42+ min ago (278+ words) How can building indigenous foundational AI models like BharatGen secure India’s technological sovereignty? Discuss in the light of growing reliance on foreign proprietary AI systems. – GKToday GK Today - How can building indigenous foundational AI models like BharatGen secure India’s technological…...
Nvidia and Broadcom Battle for AI Data Center Dominance as Spending Supercycle Accelerates — BigGo Finance
12+ hour, 49+ min ago (563+ words) Broadcom has carved out a different but equally ambitious position. Custom accelerators, known as XPUs, are the primary growth engine. In the last quarter, XPU shipments accounted for 73% of the company's $16.7 billion in AI semiconductor sales. Infrastructure software, bolstered by…...
Oracle's AI Data Centers Ran at Full Tilt, a Signal Nvidia's Chips Remain in Short Supply — BigGo Finance
12+ hour, 13+ min ago (560+ words) That figure, buried in Oracle's fiscal first-quarter earnings call, offers investors a rare customer-side look at the supply-demand imbalance that has powered Nvidia's explosive growth. Nvidia's management has repeatedly said its compute is fully utilized across every cloud it serves,…...
Nvidia Is Focused on Redefining AI Infrastructure as an Income-Generating Asset
19+ hour, 26+ min ago (556+ words) In the recent past, Nvidia’s (NVDA) CEO Jensen Huang has been focused on how Wall Street prices and finances AI infrastructure. As a part of this effort, Nvidia entered into an agreement with six of the world’s largest asset managers…...
Oracle's AI Chips Ran 97.9% Utilized Last Quarter. For Nvidia, That Is What a Shortage Looks Like.
1+ day, 7+ hour ago (683+ words) Oracle delivered 850 megawatts of AI capacity, containing more than 300,000 GPUs, to customers in its fiscal first quarter alone. Even after those additions, Oracle said GPU utilization across its fleet was 97.9%. GPU capacity that came up for renewal was renewed or…...
AI World Order Should Move Past US-China Binary, Says Ex-MEA Tech Chief Golok Kumar Simili
22+ hour, 20+ min ago (150+ words) Published: September 13, 2026 at 6:06 PM IST Renowned expert from the AI and technology sector, Golok Kumar Simili, a former chief technology officer (CTO) in the Ministry of External Affairs (MEA), spoke exclusively to ETV Bharat to unpack the shifting dynamics of…...
The Physical Limits of AI: GPU Exhaustion, The 151M Token Heist, and The 38GW Power Wall
1+ day, 5+ hour ago (317+ words) For the last three years, the AI narrative has been simple: scale compute, add parameters, collect breakthroughs. But this week, that narrative slammed into the real world. In a matter of days, three separate events showed that the hardest bottlenecks…...
Nvidia takes new role as AI's $5T bill comes due
1+ day, 17+ hour ago (355+ words) The chipmaker is quietly becoming Wall Street's favorite infrastructure banker as AI capital expenditures head toward $5 trillion by 2030 Nvidia doesn’t just want to sell you the shovels anymore. It wants to help you finance the entire gold mine. One app,…...
Nvidia’s $10B Anchor in Anthropic’s $100B IPO Closes the Compute Landlord Loop
2+ day, 2+ hour ago (431+ words) Nvidia’s reported discussions to anchor Anthropic’s planned $100 billion IPO represent more than a massive capital injection; they signal the maturation of a closed capital loop. In this arrangement, the landlord—the provider of the essential compute infrastructure—is now financing…...