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DATA CENTRE MARKET
US data centre spending seen more than doubling to $2.1 trillion by 2028, estimates BoFAGlobal data centre spending is expected to reach $1 trillion in 2026 and more than double to $2.1 trillion by 2028, driven by rising demand...24 Oct, 2026, 12.31 AM IST- 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
- 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
- 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
- US Market: Musk backs Tesla-SpaceX merger idea, envisioning a $3.5 trillion giantElon Musk backs the idea of a Tesla-SpaceX merger that could create a technology conglomerate valued at around $3.5 trillion. The combinati...21 Oct, 2026, 03.06 PM 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
- Global Market: South Korean shares jump 3% as chipmakers rally on strong exports, AI demandSouth Korea’s KOSPI surged 3.03% after hitting a six-month closing low, supported by a rally in chipmakers, record semiconductor exports an...21 Oct, 2026, 09.40 AM IST
- ByteDance, Alibaba, Tencent place over $35 billion worth of Nvidia chip ordersUS-based chipmaker Nvidia has told customers and partners it cannot guarantee that it can fill the orders because demand from Chinese techn...20 Oct, 2026, 02.38 PM IST
- Global Market: South Korea's Elice shares plunge 28% in market debut as data centre stocks shunnedElice, which raised 201.1 billion won ($150 million) in its IPO, provides AI cloud services as well as AI-based education and business soft...20 Oct, 2026, 08.53 AM 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
- AI race may depend more on access to power, infrastructure than chip supply: Morgan StanleyThe assessment comes as rapid investment in AI infrastructure threatens to outpace the availability of electricity, raising concerns that s...17 Oct, 2026, 04.36 PM IST
- AI race may depend more on access to power, infrastructure than chip supply: Morgan StanleyAccording to Morgan Stanley's latest analysis, the burgeoning AI infrastructure market is on track to experience a dire electricity shortfa...17 Oct, 2026, 04.32 PM IST
- HFCL’s AI, data centre exposure drives Nuvama’s Buy call; target implies 56% upsideNuvama has initiated coverage on HFCL with a ‘Buy’ rating and a target price of Rs 380, implying a 56% upside from its reference price of R...16 Oct, 2026, 12.23 PM IST
- Market selloff, rising rates test AI data centre deal boomA market selloff is forcing companies driving the global AI boom to delay fundraising plans or pay more for capital as investors demand pro...15 Oct, 2026, 09.29 PM IST
- Adani Enterprises, Jabil sign pact for AI, data centre hardware joint ventureAdani Enterprises and Jabil have signed a Memorandum of Understanding to establish a joint venture in India. This venture aims to manufactu...13 Oct, 2026, 08.13 PM IST
- India’s operational data centre capacity on track to reach 2 GW by the end of the yearIndia's data centre market added about 130 MW of new capacity in H1 2026 and expects more growth. The total operational capacity is project...06 Oct, 2026, 04.03 PM IST
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