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AI CAPACITY IN INDIA
Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...
CleanMax shares soar 15% to record high on Meta partnershipCleanMax Enviro Energy Solutions shares surged 15% to a 52-week high after announcing a 900 MW renewable energy partnership with Meta Platf...
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...
India scores 6-7/10 on growth durability, but the real problem runs deeper, says Nomura's Aurodeep NandiIndia's strong GDP growth hides underlying fragilities. Economist Aurodeep Nandi warns that without boosting domestic demand and investing ...
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.
As cos fast-track AI adoption, data & infra readiness come under spotlightIndian companies are rapidly adopting artificial intelligence. While some have fully integrated AI, many are still in pilot phases. Challen...
AI mania reorders Asia's stock marketsWith AI investments taking center stage, South Korea and Taiwan's stock markets have outpaced India in terms of market capitalisation, larg...
Artificial Intelligence no longer speculative technology but an operational reality: Chief Justice of India Surya KantIndia's Chief Justice Surya Kant states artificial intelligence is an operational reality. It presents a major challenge for international ...
India’s AI gap keeps global investors away, but valuations are turning attractive: Punita Kumar SinhaIndia is currently sidelined from the global AI investment boom due to its lack of semiconductor manufacturing. While the Indian IT sector ...
AirTrunk announces $30 billion investment in India for data centersAirTrunk plans a massive $30 billion investment to build 5 gigawatts of data center capacity in India by 2030. This significant investment ...
Blackstone-backed AirTrunk to invest $30 billion in India, develop 5 GW data centre capacity by 2030AirTrunk plans a massive investment of over 3 lakh crore rupees in India by 2030. This will develop more than 5 gigawatts of digital infras...
‘IPL is done, get back to business’: Why Uday Kotak thinks Google’s $80 billion raise is a wake-up call for India IncBanking doyen Uday Kotak has urged Indian companies to invest in the future, calling Alphabet's $80 billion fundraise a wake-up call. He em...
PM Modi’s high stakes push for sovereign AI faces reality checkIndia is striving to build its own artificial intelligence capabilities, aiming for self-reliance and global export. However, the nation fa...
India in right place at right time on AI but failing to make the right noises, says Citi's Vis RaghavanIndia must highlight its AI power to attract global investment, says Citi's Vis Raghavan. Skilled talent, competitive costs, and infrastruc...
'It's time to wake up': Udak Kotak's big warning to Indian businesses as even cash-surplus Google seeks $80 billionVeteran banker Uday Kotak urged Indian companies to urgently invest in future technologies, especially AI, citing Google's massive $80 bill...
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...