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AI DATA CENTRE INVESTMENTS
US Midterm elections, Apple earnings, jobs data to test Wall Street after AI routWall Street faces a pivotal week as US midterm elections, major corporate earnings and October jobs data test investor sentiment. Recent AI...- South Korea's Lee vows to make bold AI investment in record budget pushHis administration proposed in September increasing government spending by a record 12.8% next year to 820.9 trillion won ($615.62 billion)...
- KKR, Singtel and Tata Communications put data centre company STT GDC India up for sale at over $5.5 billionIn a significant move, KKR, Singtel, and Tata Communications are gearing up to offload STT Global Data Centres India, anticipating a valuat...
- AI investment frenzy: What small investors should and should not doWhat should the small investor do about this AI revolution in the making? The simple answer is nothing. No one can tell whether AI is a boo...
- Australian outback data centre pulls timeline after regulator stallsStartup Energy North, which says it has finance lined up for a sprawling gas and solar-powered data centre on a cattle ranch in the country...
- AI is driving up memory prices. So why is Sam Altman questioning your PC's RAM?OpenAI CEO Sam Altman has questioned the need for large amounts of RAM in personal computers, arguing that much of the memory remains unuse...
- Besides the bubble, a big AI risk could be growing in the shadowsInvestors are worried about potential financial risks linked to Big Tech's investments in AI infrastructure. The technology sector recently...
- See data centres less as energy-sucking private warehouses, and more as quasi-public utilitiesWe need data centres. They run far more than ChatGPT. Search, banking, streaming, social networks, cloud software, government services, hos...
- Global Market: Wall Street's top asset managers bet big on AI infrastructure boomWall Street’s leading alternative asset managers are ramping up investments in AI infrastructure, betting on long-term leases and creditwor...
- Nvidia's web of AI bets: smart strategy or bubble risk?Nvidia's $3 billion investment in Meta's share sale, announced Tuesday, is the latest addition to a portfolio of stakes, loans and guarante...
- Google went to Finland for its AI expansion. Now a cleared forest and a police probe threaten to overshadow its $15 billion investmentGoogle's planned expansion in Finland is facing scrutiny due to alleged environmental violations at a data centre site. Authorities are inv...
- STMicro nearly doubles quarterly profit, sees Q4 sales exceeding $4 billionSTMicroelectronics reported a third-quarter operating profit above market expectations on Thursday, as demand from AI data centres and sate...
- TPG pursues $5 billion acquisition of British data centre group Ark: FTGlobal alternative asset manager TPG is in talks to buy British data centre group Ark from Elliott Investment Management at a valuation of ...
- AI bubble bursting or just letting out air? Neoclouds may offer cluesElon Musk has warned that over 200 neocloud companies may face significant challenges, including potential failures and consolidation. Desp...
- Tata Communications to invest $450 million in 10,000 km AI fibre networkThe project will be implemented in three phases spanning three to five years, subject to execution conditions, and funded through operating...
- Tata Communications to plug Rs 4,350 crore in AI super highwayTata Communications aims to invest Rs 4,350 crore to create 10,000 km of AI-ready connectivity infrastructure across India. The investment ...
- Investments in emerging sectors rise, but bank and NBFC financing remain limited: ReportEmerging sectors like AI, semiconductors, and defence are attracting significant investments while bank lending is limited. The financing p...
- US data centre spending seen more than doubling to $2.1 trillion by 2028, estimates BoFAGlobal data centre spending is expected to reach $1 trillion in 2026 and more than double to $2.1 trillion by 2028, driven by rising demand...
- 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...
- 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...
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