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AI DATA CENTRES
China's $3 billion-plus pipeline of Nvidia-powered AI data centresA Reuters review has identified more than $3 billion worth of Chinese computing projects built around Nvidia's restricted AI processors, hi...- Jensen Huang exit and US scrutiny imperil $3 billion in Chinese AI projects reliant on NvidiaDespite US export restrictions impacting Nvidia, demand for its processors in China persists across numerous projects. Reports indicate ove...
- MeitY flags physical AI data; US data centre woes may help IndiaHappy Friday! MeitY is examining how home services platforms collect household data to train physical AI models.This and more in today’s ET...
- Investors reassess US data centre bets after 'Blue Tsunami'; some look at India, other alternativesThis may not affect projects currently underway, but the data centre business has been driving growth for several companies in the US latel...
- Investors worry the AI trade needs Nvidia's Jensen Huang and its largesseInvestors worry that a change in leadership at Nvidia might affect the company’s support for the AI market. Reports of CEO Jensen Huang’s e...
- HFCL secures Rs 834 crore export orders, eyes AI data centre demandTelecom gear maker HFCL has announced an export order worth approximately Rs 834.36 crore. This order is for supplying optical fibre cables...
- CoreWeave shares surge over 26% on strong earnings, debt retreat; spark rally in battered AI cloud stocksCoreWeave's shares experienced a significant increase of over 26% due to strong revenue growth. The company's recent earnings alleviated co...
- Electronics Inc runs ops update to build AI infraIndia’s electronics manufacturers are moving into AI data centre infrastructure, targeting optical transceivers, advanced packaging and spe...
- Chipmakers warn AI demand is creating bottlenecks in automotive supply chainNexperia says it is heavily oversubscribed as chipmakers redirect capacity towards higher-margin AI data-centre products, creating shortage...
- Tech investor SoftBank Group logs $7 bn quarterly net lossThe company's profits routinely see wild fluctuations linked to the volatile value of global technology stocks and its changing portfolio o...
- Norway reins in data centre industry amid AI boomNorway produces more power than it consumes and is a net exporter, but recent projections show that demand from new data centres could lead...
- AI power rush sends data centres hunting for used turbines and jet enginesUtilities and developers are increasingly looking for second-hand gas turbines as new equipment takes longer to produce. Orders for gas tur...
- Anthropic buys power for AI data centres in $3.4b deal: ReportAnthropic PBC has recently agreed to pay $3.4 billion for gas-fired generators from OnePWR Solutions. This purchase secures 1.7 gigawatts o...
- Anthropic wants to create new billionaires through its IPO, but American voters are growing tired of Big Tech's wealth explosionAnthropic is preparing for a significant IPO amid growing public resistance to AI-related infrastructure projects. Investors are discussing...
- Bad AI cholesterol vs good AI cholesterolThe Magnificent 7 of Big Tech has recently experienced a staggering drop, losing over $1 trillion in collective market value. This decline ...
- Equinix seeking land for India data centres: CEOThe world’s largest data centre operator by footprint, valued at nearly $100 billion, has invested $365 million in India and sees significa...
- Activists breach Microsoft data centre construction site as protests spread in EuropeActivist groups have announced actions in 16 countries on Friday and Saturday, according to the "Stop Dirty Data Centres" coalition, which ...
- US midterm results threaten data center boom as AI backlash growsUS midterm election results have raised fresh concerns over the future of America's data centre boom, with Democratic victories in Texas an...
- Trump-linked crypto assets slip up to 16%, AI data centre stocks slide after Democrats' US midterm winTrump-linked cryptocurrencies tumbled up to 16%, while shares of Bitcoin miners transitioning into AI data centre businesses slumped as Dem...
- Australia data centre inquiry finds inadequate checks, stops short of moratoriumAn inquiry into data centres by Australia's most populous state found approvals failed to consider the cumulative effect on resources and i...
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