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NEWS

Sandisk forecasts profit surge as AI boom drives flash storage demand

By Axel Miller | 30 Jan 2026

Sandisk forecasts a massive profit surge as AI data centers drive soaring demand for flash storage, highlighting how the AI boom is now lifting the entire hardware stack.

Trump threatens aircraft tariffs and Canadian plane decertification in Gulfstream dispute

By Cygnus | 30 Jan 2026

Trump threatens 50% tariffs on Canadian-made aircraft and raises decertification risks amid a dispute over Gulfstream jet approvals, shaking the North American aerospace industry.

Amazon in Talks to Invest Up to $50 Billion in OpenAI as AI Funding Race Intensifies

By Axel Miller | 30 Jan 2026

Amazon is in talks to invest up to $50 billion in OpenAI as the AI funding race escalates, potentially valuing the ChatGPT maker near $830 billion and reshaping the global AI infrastructure battle.

China Conditionally Clears DeepSeek to Purchase Nvidia H200 AI Chips

By Cygnus | 30 Jan 2026

China has conditionally approved AI startup DeepSeek to buy Nvidia’s H200 chips, signaling a strategic shift to boost AI growth despite chip self-reliance goals.

Carlyle Group Moves to Acquire Lukoil’s Overseas Assets Amid Sanctions Pressure

By Axel Miller | 29 Jan 2026

Carlyle Group moves to acquire most of Lukoil’s foreign oil assets in a $22 billion sanctions-driven deal, reshaping global energy ownership in 2026.

Tesla Plans $20 Billion Capex Surge to Accelerate Shift Beyond Traditional EVs

By Cygnus | 29 Jan 2026

Tesla will spend over $20 billion in 2026 to accelerate its shift into AI, robotics and autonomous vehicles, retiring legacy EV models to free factory capacity.

Alibaba Set to Merge Autonomous Driving Unit with Zelos in $2 Billion Deal

By Axel Miller | 29 Jan 2026

Alibaba’s Cainiao plans to merge its autonomous driving unit with Zelos in a $2 billion deal to scale driverless delivery across China.

ABB gives confident 2026 outlook, launches $2 billion share buyback after record year

By Axel Miller | 29 Jan 2026

ABB signals strong 2026 growth after record earnings, launching a $2 billion buyback as AI data center demand boosts orders and margins.

Tesla invests $2 billion in xAI as Cybercab production target stays on track

By Cygnus | 29 Jan 2026

Tesla invests $2 billion in Elon Musk’s AI startup xAI while keeping Cybercab robotaxi production on track and sharply increasing capital spending in 2026.

Starbucks signals U.S. growth revival as CEO Niccol's turnaround takes hold

By Cygnus | 28 Jan 2026

Starbucks posted its first U.S. sales growth in nearly two years as CEO Brian Niccol's turnaround gains traction, sending shares higher and restoring guidance.

SK Hynix posts record quarterly profit, sees AI driving memory chip demand

By Axel Miller | 28 Jan 2026

SK Hynix posted a record Q4 profit of $13.5 billion, driven by booming AI memory chip demand and strong pricing, while announcing a large share cancellation and U.S. expansion plans.

SoftBank in talks to invest up to $30 billion more in OpenAI

By Cygnus | 28 Jan 2026

SoftBank is in talks to invest up to $30 billion more in OpenAI as part of a large funding round valuing the AI company near $830 billion, highlighting deepening investor focus on AI infrastructure.

Web Stories

The New Oil Part 3: Inside the Processing Gap — Why Mining Alone Won’t Fix Supply

Lithium and graphite bottleneck: Why EV growth could slow in 2026

Rare earth shock 2026: How critical minerals are reshaping the global economy

Tesla’s robotaxi test begins, but scaling won’t be easy

Why Elon Musk's X is suing New York over its new hate speech law

IndiGo and SpiceJet shares tumble after Air India crash and oil price shock

FEATURES

Server CPU Shortages Grip China as AI Boom Strains Intel and AMD Supply Chains

By Cygnus | 06 Feb 2026

Intel and AMD server CPU shortages are hitting China as AI data center demand surges, pushing lead times to six months and driving prices higher.

Budget 2026-27 Seeks Fiscal Balance Amid Rupee Volatility and Industrial Stagnation

By Cygnus | 02 Feb 2026

India's Budget 2026-27 targets fiscal discipline with record capex as markets tumble, the rupee weakens and manufacturing struggles to regain momentum.

The Thirsty Cloud: Why 2026 Is the Year AI Bottlenecks Shift From Chips to Water

By Axel Miller | 28 Jan 2026

As AI server density surges in 2026, data centers face a new bottleneck deeper than chips — the massive water demand required for cooling next-generation infrastructure.

The New Airspace Economy: How Geopolitics Is Rewriting Aviation Costs in 2026

By Axel Miller | 22 Jan 2026

Airspace bans, sanctions and corridor risk are forcing airlines into costly detours in 2026, raising fuel burn, reducing aircraft utilisation and pushing airfares higher worldwide.

India’s Data Center Arms Race: The Battle for Power, Cooling, and AI Real Estate

By Cygnus | 22 Jan 2026

India’s data centre boom is turning into an AI arms race where power contracts, liquid cooling and fast commissioning decide the winners across Mumbai, Chennai and Hyderabad.

India’s Oil Balancing Act: Refiners Rebuild Middle East Supply Lines as Russia Flows Disrupt

By Axel Miller | 21 Jan 2026

India’s refiners are rebalancing crude sourcing as Russian imports fell to a two-year low in December 2025, lifting OPEC’s share and raising geopolitical risk concerns.

Arctic Fever: How ‘Greenland Tariff’ Politics Sparked a Global Flight to Safety

By Axel Miller | 20 Jan 2026

Greenland-linked tariff threats have injected fresh uncertainty into transatlantic trade, triggering a risk-off shift in markets and reshaping global supply chain planning.