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...
17 Sep, 2026, 04.37 PM IST
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...
16 Sep, 2026, 04.12 PM IST
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...
16 Sep, 2026, 09.40 AM IST
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...
15 Sep, 2026, 02.52 PM IST
Rs 1.13 lakh crore boom in one corner, a bust in another: What changed in the AI trade?Indian IT stocks surged as calls for a slower pace of frontier AI development eased concerns over disruption to traditional software servic...
15 Sep, 2026, 11.33 AM IST
Global Market: SB Energy to sell up to $500 million worth of shares to Japanese investors ahead of US IPOSB Energy, backed by SoftBank, plans to raise up to $500 million from Japanese investors through a share sale as it prepares for a US listi...
15 Sep, 2026, 09.55 AM IST
Should AI companies slow down development? Leaders debate safety, costOpenAI chief executive Sam Altman, xAI chief Elon Musk and other technology leaders have since joined the discussion, as concerns over AI s...
15 Sep, 2026, 06.00 AM IST
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...
15 Sep, 2026, 01.52 AM IST
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...
14 Sep, 2026, 07.54 PM IST
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...
12 Sep, 2026, 05.38 PM IST
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 ...
11 Sep, 2026, 03.12 PM IST
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...
11 Sep, 2026, 12.50 PM IST
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...
10 Sep, 2026, 06.03 AM IST
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...
09 Sep, 2026, 02.29 PM IST
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 ...
09 Sep, 2026, 02.21 PM IST
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...
08 Sep, 2026, 11.00 PM IST
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...
08 Sep, 2026, 03.30 PM IST