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AI DATA CENTRE SPEND
India has a once-in-a-generation semiconductor demand window: Infosys SVPSpeaking at SEMICON India 2026, Meghal said the traditional semiconductor pipeline is breaking amid massive shifts driven by artificial int...- India has a once-in-a-generation semiconductor demand window: Infosys SVP Vikram MeghalIndia is experiencing a "once-in-a-generation demand window" in semiconductors and must shift from "Engineered in India" to "Invent in Indi...
- Nabfid sanctions Rs 3,000 crore-plus loans to at least four data centres as AI capex accelerates in IndiaNabfid is sanctioning significant loans for India's growing data center infrastructure needs. These facilities support the nation's push fo...
- India’s ‘anti-AI’ trade hides 42 AI-enabler stocks that rallied 60% already: Goldman SachsIndia’s Nifty has declined 12% in 2026, but Goldman Sachs’ basket of 42 AI enablers has surged 60%. Power, data centres and semiconductor c...
- AI, algorithms and human judgement: The future of portfolio managementAI is moving beyond technology and reshaping how investors analyse markets, manage risk and construct portfolios. As algorithms become incr...
- Amazon AI chip deal gives Qualcomm stock a boostQualcomm shares climbed after the chipmaker announced a multi-generational AI data-centre collaboration with Amazon. The deal strengthens Q...
- Anthropic signs first Australia data centre agreementAI giant Anthropic signed its first data centre lease agreement in Australia, two people familiar with the deal said, capitalising on a fav...
- AI’s trillion-dollar question: What happens if the boom slows?AI leaders urge a slowdown in advanced model development for safety measures. This call has caused significant market reactions and stock p...
- Bigger than internet, oil, gold, diamonds: Trump says AI, data centres will be ‘greatest economic development engine’Donald Trump believes artificial intelligence and data centers will drive unprecedented economic growth. He opposes regulations which he fe...
- Slow the AI race? Investors weigh the potential costCalls to rein in the development of ever more powerful AI models are fuelling fears over the massive capital outlays in the sector -- and t...
- Microsoft to triple data centre capacity: What it means for investorsMicrosoft is planning a major expansion of its global data centre capacity to meet rising AI and cloud demand. While its backlog and valuat...
- India's data centre construction value chain could reach $90 billion by FY35: KPMGIndia's data centre infrastructure market is projected to reach ninety billion dollars by fiscal year thirty-five. Rapid capacity expansion...
- Oracle shares rise as AI cloud backlog beats estimatesOracle shares rose significantly after reporting strong quarterly results. The company secured over thirty billion dollars in new AI cloud ...
- Yotta pushes back on fears data centres could strain India’s power, waterLarge data centre operators can build dedicated power networks and closed-loop cooling systems. These systems limit dependence on local urb...
- ESDS Software surges 235% in 4 sessions as AI infra fever grips marketsAfter the recent launch of its IPO, ESDS Software Solutions has seen a noteworthy increase in stock performance, indicating strong investor...
- Australian data centre operator NEXTDC to raise $795 mln for AI infrastructureNEXTDC is set to secure over one billion Australian dollars by issuing convertible notes, a strategic decision aimed at bolstering its data...
- Mumbai set to hold 68% of India's data centre capacity by 2030Mumbai's data centre capacity will reach sixty-eight percent by 2030. This expansion reflects sustained demand from financial institutions ...
- The four questions India must ask before its AI data centre boom outpaces its gridData centers now face public scrutiny regarding their resource consumption. These facilities use less water than comparable commercial spac...
- Data centres are coming. Where will India find the people to run them?India's data centre capacity is set to grow significantly by 2030. This expansion will create numerous jobs across various sectors, includi...
- Dell’s AI Boom: $95 billion backlog reshapes growth outlookDell Technologies reported record AI-server demand, with a $95 billion backlog and surging revenue. The company raised full-year revenue an...
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