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DATA INFRASTRUCTURE FOR AI
US Stock Market: Arm Holdings tops Q2 forecasts on AI demand, shares fall on royalty growth concernsArm Holdings beat quarterly revenue and earnings estimates and issued a stronger-than-expected revenue forecast, supported by robust demand...30 Jul, 2026, 12.11 PM IST- Global Market: Zhongji Innolight shares slip in Hong Kong debut after record $6.8 billion IPOChinese optical component maker Zhongji Innolight fell up to 8% in its Hong Kong listing debut on Thursday after raising HK$53.4 billion ($...30 Jul, 2026, 09.54 AM IST
- Global chip rout: How should investors play India's AI trade that gave up to 400% returns this year?Global AI stocks face a sharp selloff, impacting Indian investor strategies. Indian markets focus on infrastructure like data centers and p...30 Jul, 2026, 09.26 AM IST
- Cognizant forecasts weak quarterly revenue amid cautious client spendingCognizant Technology has revised its third-quarter revenue projections, now falling short of Wall Street's expectations. The cautious stanc...29 Jul, 2026, 06.23 PM IST
- Vertiv shares crash 14% in pre-market after Q2 revenue misses estimatesVertiv shares fell 14% in premarket trading after second-quarter revenue missed estimates despite strong profit growth. The AI data centre ...29 Jul, 2026, 06.03 PM IST
- GenAI may replace up to 12% of India's non-farm jobs, says Goldman SachsGenerative AI could substitute twelve percent of Indian non-agricultural jobs. Forty-eight percent of jobs will likely be complemented by t...29 Jul, 2026, 03.18 PM IST
- India may need $350-435 billion investment in AI, data centre infrastructure by 2030: ReportIndia requires substantial investment for its digital economy's infrastructure. AI adoption and cloud computing will drive significant data...29 Jul, 2026, 03.06 PM IST
- Nvidia-backed neoclouds hover over India to lease data centre capacityCoreWeave, Together AI, Nebius, Lambda Labs, Crusoe and Nscale are in various stages of discussions with companies such as Sify Technologie...29 Jul, 2026, 06.00 AM IST
- In 1999, a farmer donated land for a children's park, now it's home to a $1 billion data center sparking a bitter community fightTaylor data center controversy: A ten-dollar land deal for a future park in Taylor, Texas, now faces a billion-dollar data center proposal....28 Jul, 2026, 08.50 PM IST
- Meta, BlackRock partner on $14 billion El Paso data centerMeta Platforms and BlackRock are developing a $14 billion data center campus in El Paso, Texas. BlackRock-managed funds will own eighty per...28 Jul, 2026, 03.53 PM IST
- FIIs triple stake in Sterlite Tech after a stellar 400% surge this year. More legs to the rally?Sterlite Technologies has surged over 400% in 2026, while FIIs nearly tripled their stake to 19.7% as of July 2026. The stock gained invest...28 Jul, 2026, 01.18 PM IST
- Nvidia behind $50 billion lease on Texas data center, FT reportsIn an impressive move, Nvidia is reportedly set to lease Hut 8's data center in Texas, with the value of the arrangement potentially soarin...28 Jul, 2026, 11.22 AM IST
- Nvidia in talks with OpenAI to guarantee $250 billion financing for data centre: WSJThe power for the project is controlled by the US government and funded separately by Japan under a recent trade deal, with US Commerce S...27 Jul, 2026, 06.54 PM IST
- Private equity investors shift tech bets from IT services to AI startupsBankers and investors told ET that interest is expanding beyond capital-intensive AI infrastructure to applications that automate business ...27 Jul, 2026, 09.59 AM IST
- Global Market Update | South Korea's Naver jumps 10% on Nvidia's $1 billion investment planNvidia will invest one billion dollars in Naver's new shares. This investment supports expanding an AI data center project in South Korea. ...27 Jul, 2026, 09.44 AM IST
- HCLTech to set up Rs 14,257 crore AI data centre in Odisha with SarvamHCLTech will establish its first AI Data Center in Odisha. This significant project involves a capital outlay of Rs 14,257 crores. The init...24 Jul, 2026, 02.45 PM IST
- AMD says its newest AI server is in full production, will ship in monthsThe Helios servers will contain AMD's latest MI455X AI accelerator with its new Venice central processor, both of which are made by Taiwan ...24 Jul, 2026, 08.19 AM IST
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