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AI INFRASTRUCTURE INVESTMENT
Investors see risk from US midterms to AI trade as data center backlash buildsAs public criticism of data centers intensifies ahead of the US midterm elections, the implications for the AI sector and data center devel...- 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...
- Why sovereign AI is critical to India’s next growth leap?India has already created considerable momentum. The priority now is to connect government initiatives, industry investments, academic rese...
- 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...
- 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...
- Super Micro climbs after upbeat forecast shows robust AI demandSuper Micro Computer's stock has surged significantly following their announcement of impressive revenue forecasts that have surpassed anal...
- AI needs $760 billion in annual profit to justify $7 trillion infra investment by 2030: McKinseyWhile new AI businesses, products and services will contribute to returns, a significant share of the value will need to come from companie...
- Tech giants' AI spending to exceed $1 trillion in 2027, lift US growth: UBSMajor technology companies are projected to invest more than USD 1 trillion in artificial intelligence infrastructure by 2027. Reports indi...
- S&P Global flags potentially hidden AI debt at hyperscalers as AI spending surgesS&P Global warned that hyperscalers could be carrying more AI related debt than currently visible through financing structures linked to da...
- China's AI data centre boom faces Return-on-Investment test as financing costs rise: Goldman SachsGoldman Sachs examined three business models in China's data centre sector: traditional powered-shell facilities, integrated AI data centre...
- 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...
- US Market: Wall Street’s AI rally faces test as Meta earnings loomWall Street’s AI-driven rally faces a crucial test as Meta, semiconductor makers and major companies report quarterly earnings. Investors w...
- Rising borrowing costs signal funding risks for global AI expansion: Jefferies reportAs the financial markets grapple with emerging pressures, substantial investments in artificial intelligence infrastructure are evident. Co...
- Rising borrowing costs signal funding risks for global AI expansion: ReportFinancial markets are facing elevated credit risks, particularly for firms operating in the artificial intelligence infrastructure sector. ...
- As India buys more AI chips, the real test is to keep them runningIndustry leaders said businesses must pay closer attention to the systems around their processors, which actually decide the return on thei...
- From shareholders to partners: How Google and Meta’s Jio investments evolved into an AI allianceMeta and Google, originally minority shareholders in Jio Platforms, are now forming strategic partnerships with Reliance. The new collabora...
- Chip selloff deepens Wall Street losses as doubts grew over AI returnsA significant selloff in semiconductor stocks affected major US indexes amid rising concerns regarding AI investment returns. The Nasdaq 10...
- CoreWeave's slump puts spotlight on debt behind AI boomThe loss-making AI cloud company, burdened with about $50 billion in debt, has become the poster child for mounting concerns that the data ...
- US stocks: CoreWeave's slump puts spotlight on debt behind AI boomCoreWeave's financial distress is highlighted by its $50 billion debt and significant default risks, causing stock prices to drop. Investor...
- High data centre, chip costs and cheaper AI models pose risks to capacity usage: Infosys CEOHigh data centre and chip costs, coupled with emerging AI models offering cheaper inference, pose risks to AI infrastructure investments an...
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