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HYPERSCALERS AI INVESTMENTS
Microsoft set for $190 billion market value swing after earnings results, options indicateThe tech company's options imply a move of about 6.6% in either direction after the company reports fourth-quarter results. By comparison, ...- 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...
- US Stocks: Nasdaq falls as AI worries mount ahead of pivotal earningThe Nasdaq opened lower on Tuesday, reflecting global market caution. AI chip stocks faced concerns over corporate spending and Chinese com...
- US faces risk of 'massive capital destruction' as Chinese AI models challenge hyperscalers: JefferiesThe United States could face "massive capital destruction" from its artificial intelligence (AI) investment boom as Chinese open-source AI ...
- 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...
- Sterlite Tech shares jump 5% after CLSA upgrades 2026 multibagger after strong Q1 resultsSterlite Technologies shares surged after CLSA upgraded the stock to ‘Outperform’ and set a target price of Rs 950, implying a potential up...
- Malaysia's resource anxiety tests Asia's fastest data centre build-outIn Johor, China's ZDATA told Reuters its data centre operates solely on treated wastewater, and it is finalising a renewable energy deal wi...
- 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. ...
- Sterlite Tech Q1 Results: Profit skyrockets 870% YoY to Rs 197 crore as AI data centre orders lift earningsSterlite Technologies reported record quarterly revenue and profit, driven by strong AI-led demand for optical connectivity and data centre...
- 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...
- 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...
- Global Market: Nokia Q2 profit beats estimates on strong AI, cloud demand; raises full-year outlookNokia reported stronger second-quarter earnings, surpassing analyst expectations significantly. Robust demand from artificial intelligence ...
- HFCL to set up Rs 215-crore data centre connectivity products factoryHFCL's board approved a Rs 215 crore investment for a new manufacturing facility. This plant will produce advanced data centre connectivity...
- US Stock Market: Big tech's AI spending boom raises cash flow concerns despite early returnsAmerica's biggest technology companies are beginning to generate meaningful AI-driven revenue, but surging infrastructure spending is putti...
- AI-focused E2E Networks shares hit 5% upper circuit as firm swings to black in Q1, revenue soars 334%AI-focused cloud provider E2E Networks hit the upper circuit after reporting a sharp turnaround in Q1FY27, posting a net profit of Rs 44 cr...
- 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...
- Iren shares jump 16% as $2.8 billion AI cloud deals lift revenue targetIREN shares surged after the company secured $2.8 billion in AI cloud contracts and raised its 2026 revenue target. Strong demand for GPU i...
- Could AI chip boom make ASML Europe's first trillion-dollar firm?After blowout second quarter earnings, investors and analysts are asking a once far-fetched question: could ASML become Europe's first ever...
- Global Market: AI chip rally faces valuation test as investors rotate towards hyperscalersAI chipmaker stock rallies are losing momentum as investors reassess valuations. Hyperscaler capital expenditure growth is projected to slo...
- Among AI crowd, some investors position for slower hyperscaler spending growthFor most of the past two years, the opposite trade prevailed: investors piled into semiconductor and infrastructure companies on the assump...
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