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AI DATA CENTRE OPTICS
Soitec locks customers into multi-year deals as AI wafer demand surgesSoitec told investors last month that photonics-SOI revenue would more than double this financial year from slightly above $100 million, ...- Global Market: China’s IPO boom gains momentum as AI, robotics fuel investor appetiteChina’s IPO market is gaining momentum, fuelled by strong investor appetite for AI, robotics and advanced technology companies. Hong Kong a...
- French chip materials maker Soitec locks customers into multi-year deals as AI wafer demand surgesDemand for silicon photonics has surged as hyperscalers increasingly use optical connections to move data inside AI infrastructure, where c...
- ESDS Software Solution IPO opens with GMP signalling 76% listing gains. Should you subscribe?The company has set the IPO price band at Rs 408–429 per share for its Rs 720-crore public offering. The subscription window will remain op...
- Nvidia shares extend gains, jump 7% as blockbuster earnings revive AI trade ,Nvidia shares jumped about 7% after strong quarterly results and a bullish revenue forecast eased concerns over slowing AI spending. The ch...
- SK Hynix holds groundbreaking ceremony for $4 billion Indiana AI chip packaging facilityThe facility, at the Purdue Research Park in West Lafayette, is scheduled to begin cleanroom operations in the second half of 2028, accordi...
- Global Market: China stocks rise as Nvidia outlook boosts AI and hardware sharesChina’s mainland stocks rose on Thursday, led by AI, semiconductor and hardware companies after Nvidia delivered an upbeat revenue outlook,...
- ET Graphics: Rise & rise of data centres in IndiaIndia's data-centre market is experiencing rapid growth and expansion. Mumbai and Chennai are emerging as significant hubs for this industr...
- Next market winners: Jefferies sees potential in data centers as hyperscalers race for AI capacityHyperscalers are accelerating data-centre leasing as power constraints and lengthy development timelines limit supply. North American non-c...
- Piyush Goyal pitches India as trusted destination for data centres, cites $200 bn investment commitmentsIndia is actively promoting itself as a prime destination for data centers to Japanese businesses. Significant global hyperscaler investmen...
- Retail GCCs double AI hiring, but India has only 320 senior AI professionalsAI penetration in India’s Retail GCCs more than doubled to 4.8% in 2025 and could reach 10.6% by 2028, TeamLease Digital said. But senior t...
- AI data centre firm AMI orders 9,000 Nvidia Vera Rubin chipsAM Intelligence (AMI), promoted by Greenko founders, has ordered 9,000 Nvidia Vera Rubin chips as it builds a 5GW global data centre networ...
- AI could become a new revenue engine for Indian telecom companies: SurveyIndian telecom providers see artificial intelligence as a major revenue growth driver. They will offer premium connectivity and advanced ne...
- 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...
- India's data centre footprint to touch over 101 million sq ft by 2030India’s data centre footprint is projected to exceed 101 million sq ft and capacity 6.7 GW by 2030, driven by cloud adoption, AI, digital p...
- 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...
- Next-gen silicon wave could see India leapfrog global chip giants: ExpertsIndia’s late entry into semiconductor manufacturing could help it catch up as the industry enters a new phase driven by silicon photonics, ...
- India’s AI data-centre push could drive 5% of global chip demand by 2030Global semiconductor revenue is projected to reach $1.6 trillion by 2026. AI data centres will drive significant growth in chip demand worl...
- 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...
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