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AI COMPUTE CAPACITY
India’s data centre capacity hits new high as AI powers a 4x boomIndia leads Asia-Pacific data centre growth, with capacity quadrupling and substantial future projects underway. Significant investments fr...- Samsung, SK Hynix stand to benefit as Nvidia AI server costs surgeServer manufacturers notified major data center customers, including Microsoft, Google, and Oracle, that prices for Nvidia-based AI systems...
- AM Intelligence orders 9,000 Nvidia Vera Rubin GPUs for Hyderabad AI factoryThe order comprising 9,000 Vera Rubin NVL72 rack-scale systems is scheduled for delivery in the first quarter of 2027 and will power the fi...
- Before the first server hums: India needs an impact test for the AI ageBefore advancing with AI infrastructure in India, it is crucial to conduct thorough impact assessments. Large data centres have high demand...
- This US company is repurposing old EV batteries in Nevada to power AI data centres. This could solve one of AI’s biggest problemsA new trend is emerging as retired electric vehicle batteries are repurposed to fuel artificial intelligence data centres. Retaining consid...
- Less chips chipping away at AInfra? Nvidia’s server price hike signals rising costsNvidia plans server price increases due to a global chip shortage. This shortage is expected to persist beyond the year 2027. Chipmakers ar...
- US Stock Market: Nvidia earnings, Jackson Hole to test strength of AI-led stock rallyNvidia’s earnings and Fed Chair Kevin Warsh’s Jackson Hole debut are poised to test the AI-driven stock rally. Rising Treasury yields, infl...
- Compute capacity is foundational infra of the AI era, says Preeti Lobana, vice-president and country manager at Google IndiaGoogle's $15 billion investment will build a 1-gigawatt AI data centre hub. This infrastructure is crucial for India's $1 trillion digital ...
- VCs becoming marginal in AI cycle, enterprises should invest in the sector: Peak XV’s Shailendra Singh“Every large enterprise should be investing in AI,” Singh said at The Economic Times World Leaders Forum in New Delhi. Pointing to HCLTech’...
- Anthropic hires Google chip veteran Amir Salek as part of push into hardwareAI firm Anthropic has hired a Google chip founder for its new semiconductor team. This move signals Anthropic's ambition to develop its own...
- Broadcom seeks more than $60 billion in latest AI debt dealThe numbers under discussion would potentially bring the total raise to as much as $100 billion, according to the report.
- Cognition CEO denies SpaceX acquisitionBloomberg, citing people familiar with the matter, reported on Thursday that SpaceX had explored a deal to acquire Cognition as it looks to...
- Nebius upsizes debt sale to $5 billion to fund data centres, AI platformThe Amsterdam-headquartered company plans to issue private convertible notes worth $3 billion maturing in 2030, and notes worth $2 billio...
- China goes rural with data centres in quest to power AIIn China's hilly Guizhou province, a cluster of European-style buildings complete with clock tower and multi-arched bridge emits a low, per...
- Nvidia to provide up to $105 billion guarantee for OpenAI's Ohio data centreThe new deal is the latest example of Nvidia financing the infrastructure built around its chips, a strategy that helps drive demand but ha...
- Global Market: AI investment story shifts from spending to picking the winnersThe AI investment debate is shifting toward identifying sustainable winners as spending accelerates. Hyperscalers, semiconductor firms and ...
- L&T secures mega order to build India’s largest NVIDIA B300 AI FactoryLarsen & Toubro will build India's largest single-cluster artificial intelligence infrastructure facility. This project marks the company's...
- L&T bags mega ₹10,000-15,000 crore order to build India’s largest NVIDIA B300 AI factoryLarsen & Toubro will build India's largest AI infrastructure for Together AI. This mega order involves deploying ten thousand NVIDIA B300 G...
- Nebius beats quarterly revenue estimates as AI demand fuels growthThe Amsterdam-based AI infrastructure firm reported total revenue of $582.3 million for the quarter ended June, compared with analysts' a...
- Nvidia partners with Wall Street giants to raise $500 billion for AI buildoutThe move highlights how surging demand for AI computing capacity is drawing institutional investors, as governments, companies and startups...
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