Beyond Nvidia: The hidden winners of the AI investment boomThe real money in the AI build-out is being made where physical capacity can't keep pace with capital, argues Subho Moulik, Founder & CEO a...
16 Jul, 2026, 11.19 AM IST
ET Prime Special Series: Multibagger or IBC - Part 66: This old auto ancillary giant is betting big on the next energy shiftFor 40 years, this was one of those businesses the market treated as safe – and slightly dull. It dominated its market, and it generated st...
09 Jul, 2026, 02.04 PM IST
AI's biggest winners may be the engineers who don't write codeIndia's AI data-centre industry is witnessing explosive growth, leading to an unprecedented demand for mechanical and electrical engineers ...
04 Jul, 2026, 04.29 PM IST
Jefferies raises Polycab share price target after 30% rally in 2026. Here are 5 reasons whyPolycab India gained up to 4% after Jefferies raised its target price to Rs 10,920 and reiterated its Buy rating. The brokerage cited marke...
17 Jun, 2026, 02.07 PM IST
Institutional investors flocked to establish new stakes in semiconductor firms in first quarterInstitutional investors actively bought shares in semiconductor companies such as Micron and Intel during the first quarter. This move posi...
16 May, 2026, 09.27 AM IST
The unconventional logic behind SpaceX's $1.75 trillion price tagWall Street is employing unconventional benchmarks, comparing SpaceX to tech firms like Palantir and AI infrastructure players, to justify ...
10 Apr, 2026, 04.37 PM IST
Netweb Technologies shares rise 3% on AI, data centre collaboration with Vertiv. Check detailsNetweb Technologies India rose 3% after announcing a collaboration with Vertiv to jointly develop and validate GPU-based AI infrastructure ...
27 Feb, 2026, 09.33 AM IST
Data centre industry moving fast to racks with megawatt power density: Vertiv CEOData centre racks in India are moving from 100 KW to potentially one megawatt as AI and high-performance computing drive higher power needs...
24 Feb, 2026, 06.00 AM IST
Vertiv shares surge after strong earnings and AI data center growth outlookVertiv stock rose after the company reported strong quarterly earnings and higher sales. The company makes power and cooling systems for AI...
11 Feb, 2026, 07.47 PM IST
Why data-center cooling stocks dropped fast after Nvidia CEO Jensen Huang spoke at CES - here's the breakdownData-center cooling stocks falling: Cooling system stocks experienced a sharp decline Tuesday. Nvidia CEO Jensen Huang's remarks at CES rai...
06 Jan, 2026, 11.05 PM IST
IIT-Bombay, Vertiv partner to enhance cooling strategies for AI-powered data centresThis partnership aims to build solutions that address these fast-evolving thermal demands while creating a pipeline of industry-ready engin...
17 Dec, 2025, 10.59 PM IST
AWS just crushed Vertiv? Stock tanks over 6% after Amazon’s bold cooling moveVertiv Holdings stock fell following Amazon Web Services' announcement. AWS introduced its cooling hardware for Nvidia's AI chips. This mov...
11 Jul, 2025, 01.45 AM IST
AI stocks battered heading into make-or-break Nvidia earningsAI-darling Nvidia dropped 2.1% ahead of its highly anticipated quarterly earnings on Wednesday, where investors will focus on demand for it...
26 Feb, 2025, 07.06 AM IST
DeepSeek AI Stocks: Chinese AI’s rise triggers major stock drop in tech industryThe Chinese AI startup's emergence has significantly impacted the stock market, particularly in the tech sector. Companies like Nvidia, Bro...
28 Jan, 2025, 03.46 PM IST
Power providers drop with big tech after DeepSeek sows AI doubtsShares of Siemens Energy AG slid as much as 22%, erasing their 2025 gains. Sweden’s Munters Group AB, which makes cooling technologies that...
27 Jan, 2025, 08.46 PM IST
MSCI announces results of quarterly index reviewThe three largest additions to the MSCI ACWI from developed markets will be Vertiv Holdings and Celsius Holdings from the United States, an...
15 Nov, 2023, 07.57 AM IST
India data centre capacity to rise over 4 times by FY26: HoneywellAs India's data centre industry grows, Honeywell's connected and integrated technology solutions can help meet the larger sustainability go...
24 Aug, 2021, 03.43 PM IST