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...
22 Oct, 2026, 06.00 AM IST
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...
21 Oct, 2026, 03.01 PM IST
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...
21 Oct, 2026, 02.47 PM IST
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...
21 Oct, 2026, 01.41 PM IST
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...
21 Oct, 2026, 10.23 AM IST
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...
20 Oct, 2026, 12.20 AM IST
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...
19 Oct, 2026, 12.43 PM IST
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...
19 Oct, 2026, 10.49 AM IST
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...
19 Oct, 2026, 09.45 AM IST
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...
17 Oct, 2026, 04.34 PM IST
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. ...
17 Oct, 2026, 03.14 PM IST
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...
17 Oct, 2026, 02.09 PM IST
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...
17 Oct, 2026, 09.48 AM IST
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...
16 Oct, 2026, 11.29 PM IST
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 ...
15 Oct, 2026, 11.01 PM IST
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...
15 Oct, 2026, 07.08 PM IST
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...
13 Oct, 2026, 06.10 PM IST