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AI INFRASTRUCTURE
Apollo, Blackstone back Anthropic's $35 billion capacity expansion in new Broadcom tie-upApollo and Blackstone are investing $35 billion to boost Anthropic's AI computing power. This expansion will utilize Broadcom's custom chip...
Will India's AI multibaggers face a reality check as global bubble fears test valuations?India's AI stocks are facing scrutiny as global concerns about a tech bubble grow. Companies linked to data centers and high-performance co...
As Cos fast-track AI adoption, data & infra readiness come under spotlightPriorities for next phase: Real-time decision-making, customer experience, sovereign control over data, and compliance.
As India Inc’s AI adoption accelerates, data and infrastructure readiness come under spotlightPriorities for next phase: Real-time decision-making, customer experience, sovereign control over data, and compliance.
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...
AI isn’t just for large enterprises: Xebia's Anand Sahay on why MSMEs could be AI’s biggest winnersAs India accelerates its sovereign AI ambitions, the focus is shifting from infrastructure to outcomes, how businesses can harness AI to im...
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...
Apollo wraps up $35 billion debt to buy AI chips for AnthropicThe package, one of the biggest private credit transactions in history, highlights the race by top-tier financiers to fund data center cons...
Meta weighs big equity raising to finance AI infrastructure: FTThe report comes after Alphabet moved to raise $84.75 billion in upsized equity offerings, as Big Tech competes to build data centers and...
As AI shifts from training to inference, Intel moves up the stackIntel is changing its AI strategy. The company is now focusing on building complete AI systems and infrastructure, not just chips. This mov...
Hidden AI Winners: Little-known D-Street stocks soar up to 530%Indian industrial companies are experiencing significant growth by supplying components for data centers. These firms are crucial for build...
Intel CEO unveils AI innovations and partnerships at mega tech event in TaiwanIntel unveiled new AI-focused technologies, strategic collaborations, and next-generation processors at Computex 2026. The company announce...
SoftBank’s AI-Fueled Rise: Opportunity, euphoria and emerging risks
Broadcom earnings deep dive: AI growth vs. Market expectationsBroadcom posted strong quarterly results with 48% revenue growth driven by AI demand, but its stock fell as investors expected stronger AI ...
Australia's Megaport secures four new AI infrastructure contracts, to raise $594 millionThe four contracts, all with U.S.-based technology providers running AI applications, are expected to start in the first half of 2027 and...
Intel bets big on AI infrastructure with new Xeon chipsIntel has unveiled new data center products. This includes the next-generation Xeon 6+ processors and advanced AI accelerators. These innov...
SoftBank to invest €75 billion in 5 GW French AI centresSoftBank Group is set to invest up to $87 billion in France to build 5 gigawatts of AI data center capacity, aiming to establish the countr...