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AI INVESTMENT RISK
India data centre capacity to jump to 12 GW by 2030 as AI fuels demand: Wood MackenzieAI-dedicated capacity is expected to rise multifold to 6,546 MW by 2030 from 275 MW in 2025, while data centre electricity demand is foreca...27 Jul, 2026, 06.23 PM IST- Sam Altman, Satya Nadella, Sundar Pichai, Elon Musk and Jensen Huang unite behind one AI vision: Why America's biggest tech billionaires are calling for open-weight AI modelsA coalition of 25 leading technology companies and organizations has urged US policymakers to support open-weight AI models, arguing they a...27 Jul, 2026, 04.38 PM IST
- ETMarkets AIF Talk | Next-generation entrepreneurs will create India's biggest wealth opportunities: Hiren VedIndia's next wealth creation wave will emerge from new entrepreneurs in strategic sectors. These founders leverage advanced technologies to...27 Jul, 2026, 09.00 AM IST
- Elon Musk says AI, robotics will drive ‘incredible abundance’Elon Musk sees AI and robotics potentially creating widespread economic abundance for everyone. He acknowledges the rapid, unstoppable pace...26 Jul, 2026, 03.19 PM IST
- Chris Wood warns of massive capital destruction in US as China challenges AI boomJefferies strategist Chris Wood warns that the AI infrastructure boom could trigger massive capital destruction as cheaper Chinese open-sou...24 Jul, 2026, 01.09 PM IST
- AI investment boom faces growing credit risks as hyperscalers ramp up debt: JefferiesInvestors are now scrutinising massive artificial intelligence infrastructure spending by major tech companies. Hyperscalers are increasing...24 Jul, 2026, 11.48 AM IST
- Governments must move beyond AI pilots to redesign public services: McKinseyGovernments must move beyond isolated AI pilot projects. Redesigning processes is crucial for fully realising AI's potential. A four-step a...24 Jul, 2026, 11.30 AM IST
- Global Market: GIC to invest $30 billion more in hedge funds, doubles down on AISingapore's sovereign wealth fund GIC plans significant new investments. The fund will allocate an additional thirty billion dollars to hed...24 Jul, 2026, 11.17 AM IST
- AI-led boom in IPOs raises concerns about a bustThis has been a banner year for stock listings, thanks largely to AI firms, but the massive size of the operations raises questions about w...23 Jul, 2026, 09.01 PM IST
- India's data centre sector poised for growth, but land, power access issues remain: ReportIndia's data centre sector is set for significant expansion as rising artificial intelligence (AI) adoption, cloud computing and enterprise...23 Jul, 2026, 11.33 AM IST
- Southern Company unit signs 25-year power deal with OpenAIOpenAI, which is expected to need about 3,200 megawatts (MW) of power for its new facility, has agreed to provide up to 1,000 MW to the Sou...22 Jul, 2026, 11.27 PM IST
- Analysis-AI investment boom puts Big Tech's free cash flow under pressureBig tech firms are investing heavily in artificial intelligence infrastructure. Their capital expenditures may soon exceed free cash flow g...22 Jul, 2026, 10.37 AM IST
- AI bigger risk to IT workers than companies, says Marcellus’ Pramod GubbiArtificial intelligence may reduce Indian IT sector employment before impacting companies. Valuations are less compelling now after recent ...22 Jul, 2026, 09.00 AM IST
- US ambassador sees $40 billion tech investment wave into Portugal by 2031Portugal anticipates significant US technology investment by 2031. This will establish it as Europe's primary hub for American AI infrastru...21 Jul, 2026, 09.56 PM IST
- AI could lift Sub-Saharan Africa economy 4% if power, internet improve, IMF saysAs countries and companies race to secure AI's economic benefits, investment in data centres, energy infrastructure and digital networks ...21 Jul, 2026, 05.57 PM IST
- ETMarkets Smart Talk | Power, electricals and cooling could be biggest winners of India’s $25 billion data-centre boom: Atul SuriIndia's data-centre expansion will drive significant investment in physical infrastructure. Power equipment and electricals are poised to b...21 Jul, 2026, 09.00 AM IST
- UTI AMC's V Srivatsa warns against midcap valuation, says risk-reward better in largecapsThe mid cap also is expected to grow in similar lines and trades at 50% premium to large caps. While the longer-term outlook for mid cap is...21 Jul, 2026, 08.46 AM IST
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