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2025 DATA CAPACITY
Sterlite Tech, HFCL shares rally up to 5% after 2-day fall. What’s triggering the surge?Shares of HFCL and Sterlite Technologies surged up to 5% on Friday, recovering from a two-day decline. This rebound follows a global tech s...- Hidden AI India winners add $48 billion on data-center boomIndian industrial companies are experiencing significant growth by supplying components for data centers. This trend is driven by massive g...
- Adani Power or NTPC? Macquarie initiates coverage on 3 power stocks, hikes target prices for 3 othersAs rising temperatures drive electricity demand across India, Macquarie sees the power sector entering a broad regulatory and operational r...
- China's control over indium phosphide exports threatens AI data centre rolloutAnderson's visit was partly to raise the issue of delays in China's export licenses involving the highly strategic material, essential in m...
- Tap-and-pay takes off; ADIA to trim Lenskart stakeHappy Thursday! Tap-and-pay card usage is on the rise in India despite UPI's dominance. This and more in today’s ETtech Morning Dispatch.
- 'The Donald of Dubai': UAE billionaire close to Trump bets $66 billion on AI to become the world's data kingUAE real estate magnate Hussain Sajwani is investing billions in data centers to capitalize on the AI boom, aiming for global leadership. H...
- Goldman Sachs buys CMR Green Technologies shares on listing day after strong debutGoldman Sachs India Equity Portfolio bought shares worth Rs 49.82 crore in CMR Green Technologies on its listing day, which saw a 43% premi...
- Ather board to consider fresh fundraise on June 12The fundraising could be undertaken through routes including a qualified institutional placement (QIP), a rights issue or other permissible...
- AI-driven data centre demand far outstrips supply despite record hyperscaler spending: JefferiesGlobal demand for data centres continues to significantly outpace available supply, creating a structural shortage that is expected to pers...
- West Bengal charging electronics productionWhile the new BJP regime has begun identifying land parcels in the state for greenfield investments, establishing a land bank is a more tim...
- Court of Arbitration ruling on Indus Waters Treaty deepens Indo-Pak riftA Hague court ruling has intensified the Indus Waters Treaty dispute between India and Pakistan. The decision restricts India's water stora...
- SpaceX IPO: Elon Musk's AI ambitions fueling space data centers & trillionaire dreamsSpaceX's upcoming IPO, fueled by immense investor demand, could propel Elon Musk to trillionaire status. Beyond its space ambitions, the co...
- China can build humanoids at scale. The hard part is finding enough buyersChinese companies are pushing ahead with humanoid robot production. These robots can perform tasks like directing traffic and making coffee...
- The hidden shortage threatening the AI boom - how to prepare for what comes nextAI data center power shortage: The AI boom's next frontier is electricity, shifting focus from models and GPUs to the immense power needed ...
- Clean energy sector to add over 44 lakh jobs by 2030: StudyIndia's clean energy sector is set to generate over 44 lakh jobs by 2030. Rooftop solar will be the biggest job creator, accounting for nea...
- IRCTC sets new records in online ticket booking, blocks 3 crore suspicious IDs in 2025-26IRCTC intensified anti-fraud measures in 2025, deactivating 3.03 crore suspicious user IDs and blocking 13,343 email domains. The corporati...
- Digital infrastructure demand drives new wave of strategic land buyingIndia's data centre sector is experiencing rapid growth. This expansion is leading to substantial land acquisitions across new markets. Maj...
- Nomura names GE Vernova, CG Power, 4 others among top plays on India’s decadal data centre opportunityIndia's data centre industry is entering a rapid growth phase, driven by digitalisation, cloud adoption and AI demand, according to Nomura....
- Sterling & Wilson bets big on Indian data centre boomIndia's data centre industry is a major growth area for Sterling & Wilson. The company is increasing investments and expanding operations. ...
- India’s data centre capacity to cross 3 GW by 2028 on AI, hyperscaler demand: CBREIndia's data centre capacity is set to surpass 3 gigawatts by 2028. This growth is driven by strong demand from hyperscalers and the increa...
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