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...
02 Nov, 2026, 06.30 AM IST
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...
02 Nov, 2026, 02.42 AM IST
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...
31 Oct, 2026, 06.12 PM IST
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...
31 Oct, 2026, 03.18 PM IST
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...
30 Oct, 2026, 11.31 PM IST
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...
30 Oct, 2026, 01.07 PM IST
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...
30 Oct, 2026, 09.53 AM IST
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...
30 Oct, 2026, 02.17 AM IST
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...
29 Oct, 2026, 01.16 PM IST
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 ...
28 Oct, 2026, 12.14 PM IST
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...
27 Oct, 2026, 08.39 PM IST
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...
26 Oct, 2026, 11.46 PM IST
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 ...
26 Oct, 2026, 02.14 PM IST
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...
25 Oct, 2026, 03.14 PM IST
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...
24 Oct, 2026, 12.31 AM IST
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
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