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AI INFRASTRUCTURE INVESTMENT
Jio’s mega public issue puts India’s AI companies in the spotlight; see who are the potential IPO candidatesThe interest in India’s AI firms comes at a time when such companies are attracting increasing private investment and some are beginning to...23 Oct, 2026, 03.41 PM IST- Global Market: Anthropic presses ahead with November IPO as AI listings face delaysAnthropic is preparing for a potential mid-November IPO despite market volatility, rising interest rates and concerns over AI spending. Wit...23 Oct, 2026, 01.39 PM IST
- Investors see risk from US midterms to AI trade as data center backlash buildsAs public criticism of data centers intensifies ahead of the US midterm elections, the implications for the AI sector and data center devel...22 Oct, 2026, 05.53 PM IST
- India's AI financing demand to shift towards data centres, but GPU, regulatory risks persist: ReportAs India embraces the AI revolution, the sector's growth is bolstered by a surge in internet and smartphone users, alongside a wave of gene...22 Oct, 2026, 12.17 PM IST
- Why sovereign AI is critical to India’s next growth leap?India has already created considerable momentum. The priority now is to connect government initiatives, industry investments, academic rese...22 Oct, 2026, 11.19 AM IST
- High-voltage reality: ‘Data hubs need stable grids more than sops’As states roll out the red carpet to attract private investments in artificial intelligence (AI) and cloud infrastructure, delivering unint...22 Oct, 2026, 06.00 AM IST
- India's listed AI market could gain USD 100 billion from IPOs over next 5 years: Goldman SachsIndia's artificial intelligence sector is poised to contribute between USD 50 billion and USD 100 billion from forthcoming IPOs. Goldman Sa...21 Oct, 2026, 03.01 PM IST
- Super Micro climbs after upbeat forecast shows robust AI demandSuper Micro Computer's stock has surged significantly following their announcement of impressive revenue forecasts that have surpassed anal...21 Oct, 2026, 02.47 PM IST
- AI needs $760 billion in annual profit to justify $7 trillion infra investment by 2030: McKinseyWhile new AI businesses, products and services will contribute to returns, a significant share of the value will need to come from companie...21 Oct, 2026, 01.41 PM IST
- Tech giants' AI spending to exceed $1 trillion in 2027, lift US growth: UBSMajor technology companies are projected to invest more than USD 1 trillion in artificial intelligence infrastructure by 2027. Reports indi...21 Oct, 2026, 10.23 AM IST
- S&P Global flags potentially hidden AI debt at hyperscalers as AI spending surgesS&P Global warned that hyperscalers could be carrying more AI related debt than currently visible through financing structures linked to da...20 Oct, 2026, 12.20 AM IST
- China's AI data centre boom faces Return-on-Investment test as financing costs rise: Goldman SachsGoldman Sachs examined three business models in China's data centre sector: traditional powered-shell facilities, integrated AI data centre...19 Oct, 2026, 12.43 PM IST
- AI infra boom faces financing risks as data centre bond spreads widen: Goldman SachsThe report said high-yield bonds issued by data centre companies are facing pressure as investors assess the risks of financing the rapid e...19 Oct, 2026, 10.49 AM IST
- Rising borrowing costs signal funding risks for global AI expansion: Jefferies reportAs the financial markets grapple with emerging pressures, substantial investments in artificial intelligence infrastructure are evident. Co...17 Oct, 2026, 04.34 PM IST
- Rising borrowing costs signal funding risks for global AI expansion: ReportFinancial markets are facing elevated credit risks, particularly for firms operating in the artificial intelligence infrastructure sector. ...17 Oct, 2026, 03.14 PM IST
- As India buys more AI chips, the real test is to keep them runningIndustry leaders said businesses must pay closer attention to the systems around their processors, which actually decide the return on thei...17 Oct, 2026, 02.09 PM IST
- Chip selloff deepens Wall Street losses as doubts grew over AI returnsA significant selloff in semiconductor stocks affected major US indexes amid rising concerns regarding AI investment returns. The Nasdaq 10...16 Oct, 2026, 11.29 PM IST
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